Valmark Advisers
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Valmark Advisers’s Health Catalyst HCAT Stock Holding History

Valmark Advisers’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
2024
Q2 		– Sell
-120,000
Closed -$904K – 566
2024
Q1 		$904K Sell
120,000
-10,000
-8% -$91.3K 0.02% 283
2023
Q4 		$1.2M Buy
+130,000
New +$1.06M 0.02% 226

Other funds holding HCAT

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
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
DG
Daventry Group New York $133M AUM 32.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Valmark Advisers's HCAT Position: Q2 2024 in Review

Valmark Advisers sold out of Health Catalyst (HCAT) in Q2 2024, closing a stake of 120,000 shares — an estimated $904K sold.

Valmark Advisers first reported a position in HCAT in Q4 2023 and held it in 2 quarters. The position peaked at $1.2M in Q4 2023. 161 funds tracked by Wall St. Rank hold HCAT as of Q2 2024.

  • Valmark Advisers reported no remaining Health Catalyst position as of Q2 2024 after selling out during the quarter.
  • Valmark Advisers sold 120,000 Health Catalyst shares in Q2 2024, an estimated $904K.
  • Valmark Advisers first reported a position in Health Catalyst in Q4 2023 and held it in 2 quarters.
  • Valmark Advisers's Health Catalyst position peaked at $1.2M in Q4 2023.
  • 161 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2024.

Based on Valmark Advisers's 13F filing for Q2 2024, filed 1 Aug 2024.