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WealthPlan Investment Management’s Health Catalyst HCAT Stock Holding History

WealthPlan Investment 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
2023
Q2 		– Sell
-3,326
Closed -$38.8K – 410
2023
Q1 		$38.8K Buy
+3,326
New +$42.4K 0.01% 266

Other funds holding HCAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DG
Daventry Group New York $87.8M AUM 3.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WealthPlan Investment Management's HCAT Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Health Catalyst (HCAT) in Q2 2023, closing a stake of 3,326 shares — an estimated $38.8K sold.

WealthPlan Investment Management first reported a position in HCAT in Q1 2023 and held it in 1 quarter. The position peaked at $38.8K in Q1 2023. 154 funds tracked by Wall St. Rank hold HCAT as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Health Catalyst position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 3,326 Health Catalyst shares in Q2 2023, an estimated $38.8K.
  • WealthPlan Investment Management first reported a position in Health Catalyst in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Health Catalyst position peaked at $38.8K in Q1 2023.
  • 154 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.