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WAM
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
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$5.7T AUM
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
LP
Longview Partners
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$7.06B AUM
3.43%
1-Year Est. Return
Harris Associates
Chicago, Illinois
$74.9B AUM
11.27%
1-Year Est. Return
Sanders Capital
West Palm Beach, Florida
$83.9B AUM
37.89%
1-Year Est. Return
Invesco
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$1.02T AUM
30.18%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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