Wealthstreet Investment Advisors’s HCA Healthcare HCA Stock Holding History

Wealthstreet Investment Advisors’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
2021 Q2	–	Sell	-9,000	Closed	-$1.7M	–	188
2021 Q1	$1.7M	Hold	9,000	–	–	0.17%	127
2020 Q4	$1.48M	Hold	9,000	–	–	0.15%	135
2020 Q3	$1.12M	Hold	9,000	–	–	0.13%	144
2020 Q2	$874K	Hold	9,000	–	–	0.11%	152
2020 Q1	$809K	Hold	9,000	–	–	0.12%	145
2019 Q4	$1.33M	Hold	9,000	–	–	0.16%	127
2019 Q3	$1.22M	Hold	9,000	–	–	0.16%	121
2019 Q2	$1.22M	Hold	9,000	–	–	0.16%	126
2019 Q1	$1.17M	Hold	9,000	–	–	0.15%	131
2018 Q4	$1.19M	Hold	9,000	–	–	0.17%	121
2018 Q3	$1.25M	Hold	9,000	–	–	0.15%	135
2018 Q2	$923K	Hold	9,000	–	–	0.12%	160
2018 Q1	$873K	Hold	9,000	–	–	0.11%	168
2017 Q4	$791K	Buy	+9,000	New	+$723K	0.1%	181

Other funds holding HCA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthstreet Investment Advisors's HCA Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of HCA Healthcare (HCA) in Q2 2021, closing a stake of 9,000 shares — an estimated $1.7M sold.

Wealthstreet Investment Advisors first reported a position in HCA in Q4 2017 and held it in 14 quarters. The position peaked at $1.7M in Q1 2021. 824 funds tracked by Wall St. Rank hold HCA as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining HCA Healthcare position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 9,000 HCA Healthcare shares in Q2 2021, an estimated $1.7M.
Wealthstreet Investment Advisors first reported a position in HCA Healthcare in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's HCA Healthcare position peaked at $1.7M in Q1 2021.
824 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.