Valeo Financial Advisors
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Valeo Financial Advisors’s Health Catalyst HCAT Stock Holding History

Valeo Financial Advisors’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
Q2 		– Sell
-158
Closed -$7K – 1062
2021
Q1 		$7K Sell
158
-207
-57% -$10K ﹤0.01% 1456
2020
Q4 		$16K Hold
365
– – ﹤0.01% 1082
2020
Q3 		$13K Sell
365
-92
-20% -$3.12K ﹤0.01% 1022
2020
Q2 		$13K Sell
457
-534
-54% -$14.8K ﹤0.01% 1192
2020
Q1 		$25K Buy
991
+682
+221% +$20.8K ﹤0.01% 831
2019
Q4 		$11K Buy
+309
New +$10.2K ﹤0.01% 1084

Other funds holding HCAT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Valeo Financial Advisors's HCAT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Health Catalyst (HCAT) in Q2 2021, closing a stake of 158 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in HCAT in Q4 2019 and held it in 6 quarters. The position peaked at $25K in Q1 2020. 198 funds tracked by Wall St. Rank hold HCAT as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Health Catalyst position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 158 Health Catalyst shares in Q2 2021, an estimated $7K.
  • Valeo Financial Advisors first reported a position in Health Catalyst in Q4 2019 and held it in 6 quarters.
  • Valeo Financial Advisors's Health Catalyst position peaked at $25K in Q1 2020.
  • 198 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.