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Wealthspire Advisors (Maryland)’s HCA Healthcare HCA Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$207K Buy
+1,664
New +$206K 0.01% 450
2020
Q1 		– Sell
-1,828
Closed -$270K – 462
2019
Q4 		$270K Sell
1,828
-23
-1% -$3.09K 0.02% 404
2019
Q3 		$223K Sell
1,851
-366
-17% -$47.3K 0.02% 411
2019
Q2 		$300K Buy
2,217
+80
+4% +$10.1K 0.02% 352
2019
Q1 		$279K Buy
2,137
+60
+3% +$8.06K 0.02% 376
2018
Q4 		$258K Sell
2,077
-277
-12% -$37.2K 0.02% 354
2018
Q3 		$327K Sell
2,354
-65
-3% -$8.09K 0.03% 337
2018
Q2 		$248K Sell
2,419
-219
-8% -$22.2K 0.02% 402
2018
Q1 		$256K Buy
2,638
+213
+9% +$20.7K 0.02% 400
2017
Q4 		$213K Buy
2,425
+1,259
+108% +$101K 0.02% 459
2017
Q3 		$93K Sell
1,166
-66
-5% -$5.31K 0.01% 741
2017
Q2 		$107K Buy
1,232
+320
+35% +$27.1K 0.01% 673
2017
Q1 		$81K Sell
912
-1,241
-58% -$103K 0.01% 663
2016
Q4 		$159K Sell
2,153
-1,937
-47% -$145K 0.02% 431
2016
Q3 		$309K Buy
4,090
+387
+10% +$29.6K 0.05% 265
2016
Q2 		$285K Buy
3,703
+44
+1% +$3.47K 0.05% 265
2016
Q1 		$286K Sell
3,659
-66
-2% -$4.61K 0.05% 267
2015
Q4 		$252K Buy
+3,725
New +$260K 0.05% 300

Other funds holding HCA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HCA Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in HCA Healthcare (HCA) in Q3 2020: 1,664 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in HCA as recently as Q4 2019.

Wealthspire Advisors (Maryland) first reported a position in HCA in Q4 2015 and has held it in 18 quarters since. The position peaked at $327K in Q3 2018. 718 funds tracked by Wall St. Rank hold HCA as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,664 shares of HCA Healthcare worth $207K as of Q3 2020.
  • HCA Healthcare was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • HCA Healthcare made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #450 holding.
  • Wealthspire Advisors (Maryland) first reported a position in HCA Healthcare in Q4 2015 and has held it in 18 quarters since.
  • Wealthspire Advisors (Maryland)'s HCA Healthcare position peaked at $327K in Q3 2018.
  • 718 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.