WP
HCA icon

WealthPLAN Partners’s HCA Healthcare HCA Stock Holding History

WealthPLAN Partners’s Portfolio HCA Stock Details HCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-38
Closed -$11.5K – 644
2023
Q2 		$11.5K Hold
38
– – ﹤0.01% 770
2023
Q1 		$10K Buy
+38
New +$9.65K ﹤0.01% 862
2016
Q3 		$2.61K Sell
35
-314
-90% -$24K ﹤0.01% 825
2016
Q2 		$2.72K Buy
+349
New +$27.6K ﹤0.01% 2173
2015
Q2 		$2K Buy
22
+11
+100% +$881 ﹤0.01% 381
2015
Q1 		$1K Buy
+11
New +$790 ﹤0.01% 515

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPLAN Partners's HCA Position: Q3 2023 in Review

WealthPLAN Partners sold out of HCA Healthcare (HCA) in Q3 2023, closing a stake of 38 shares — an estimated $11.5K sold.

WealthPLAN Partners first reported a position in HCA in Q1 2015 and held it in 6 quarters. The position peaked at $11.5K in Q2 2023. 1,000 funds tracked by Wall St. Rank hold HCA as of Q3 2023.

  • WealthPLAN Partners reported no remaining HCA Healthcare position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 38 HCA Healthcare shares in Q3 2023, an estimated $11.5K.
  • WealthPLAN Partners first reported a position in HCA Healthcare in Q1 2015 and held it in 6 quarters.
  • WealthPLAN Partners's HCA Healthcare position peaked at $11.5K in Q2 2023.
  • 1,000 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.