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Wilbanks Smith & Thomas Asset Management’s HCA Healthcare HCA Stock Holding History

Wilbanks Smith & Thomas Asset 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
2022
Q2 		– Sell
-942
Closed -$204K – 495
2022
Q1 		$204K Hold
942
– – 0.01% 481
2021
Q4 		$242K Hold
942
– – 0.01% 458
2021
Q3 		$229K Buy
+942
New +$230K 0.01% 450

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's HCA Position: Q2 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of HCA Healthcare (HCA) in Q2 2022, closing a stake of 942 shares — an estimated $204K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in HCA in Q3 2021 and held it in 3 quarters. The position peaked at $242K in Q4 2021. 883 funds tracked by Wall St. Rank hold HCA as of Q2 2022.

  • Wilbanks Smith & Thomas Asset Management reported no remaining HCA Healthcare position as of Q2 2022 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 942 HCA Healthcare shares in Q2 2022, an estimated $204K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in HCA Healthcare in Q3 2021 and held it in 3 quarters.
  • Wilbanks Smith & Thomas Asset Management's HCA Healthcare position peaked at $242K in Q4 2021.
  • 883 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.