Western Pacific Wealth Management’s HCA Healthcare HCA Stock Holding History

Western Pacific Wealth Management’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
2024 Q4	–	Sell	-40	Closed	-$16.4K	–	236
2024 Q3	$16.4K	Hold	40	–	–	0.01%	198
2024 Q2	$13K	Hold	40	–	–	0.01%	179
2024 Q1	$13.4K	Sell	40 -120	-75%	-$36.7K	0.01%	183
2023 Q4	$43.4K	Hold	160	–	–	0.03%	151
2023 Q3	$39.4K	Sell	160 -278	-63%	-$76.1K	0.03%	150
2023 Q2	$133K	Sell	438 -190	-30%	-$52.8K	0.1%	59
2023 Q1	$166K	Hold	628	–	–	0.13%	50
2022 Q4	$151K	Buy	628 +180	+40%	+$40.3K	0.13%	48
2022 Q3	$82K	Buy	448 +408	+1,020%	+$81.3K	0.08%	65
2022 Q2	$6K	Hold	40	–	–	0.01%	150
2022 Q1	$10K	Hold	40	–	–	0.01%	165
2021 Q4	$10K	Buy	+40	New	+$9.79K	0.01%	171

Other funds holding HCA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Western Pacific Wealth Management's HCA Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of HCA Healthcare (HCA) in Q4 2024, closing a stake of 40 shares — an estimated $16.4K sold.

Western Pacific Wealth Management first reported a position in HCA in Q4 2021 and held it in 12 quarters. The position peaked at $166K in Q1 2023. 1,180 funds tracked by Wall St. Rank hold HCA as of Q4 2024.

Western Pacific Wealth Management reported no remaining HCA Healthcare position as of Q4 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 40 HCA Healthcare shares in Q4 2024, an estimated $16.4K.
Western Pacific Wealth Management first reported a position in HCA Healthcare in Q4 2021 and held it in 12 quarters.
Western Pacific Wealth Management's HCA Healthcare position peaked at $166K in Q1 2023.
1,180 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.