VFA
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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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return