Total Clarity Wealth Management’s Health Catalyst HCAT Stock Holding History

Total Clarity Wealth Management’s Portfolio HCAT Stock Details HCAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-103	Closed	-$5K	–	1011
2021 Q3	$5K	Buy	+103	New	+$5.62K	﹤0.01%	813
2021 Q2	–	Sell	-308	Closed	-$14K	–	400
2021 Q1	$14K	Buy	+308	New	+$14.9K	0.01%	508

Other funds holding HCAT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Total Clarity Wealth Management's HCAT Position: Q4 2021 in Review

Total Clarity Wealth Management sold out of Health Catalyst (HCAT) in Q4 2021, closing a stake of 103 shares — an estimated $5K sold.

Total Clarity Wealth Management first reported a position in HCAT in Q1 2021 and held it in 2 quarters. The position peaked at $14K in Q1 2021. 187 funds tracked by Wall St. Rank hold HCAT as of Q4 2021.

Total Clarity Wealth Management reported no remaining Health Catalyst position as of Q4 2021 after selling out during the quarter.
Total Clarity Wealth Management sold 103 Health Catalyst shares in Q4 2021, an estimated $5K.
Total Clarity Wealth Management first reported a position in Health Catalyst in Q1 2021 and held it in 2 quarters.
Total Clarity Wealth Management's Health Catalyst position peaked at $14K in Q1 2021.
187 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2021.

Based on Total Clarity Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.