WFA
HCA icon

WMG Financial Advisors’s HCA Healthcare HCA Stock Holding History

WMG Financial 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
2023
Q1 		– Sell
-2,442
Closed -$586K – 132
2022
Q4 		$586K Hold
2,442
– – 0.5% 55
2022
Q3 		$449K Hold
2,442
– – 0.4% 66
2022
Q2 		$411K Buy
+2,442
New +$525K 0.36% 69

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WMG Financial Advisors's HCA Position: Q1 2023 in Review

WMG Financial Advisors sold out of HCA Healthcare (HCA) in Q1 2023, closing a stake of 2,442 shares — an estimated $586K sold.

WMG Financial Advisors first reported a position in HCA in Q2 2022 and held it in 3 quarters. The position peaked at $586K in Q4 2022. 970 funds tracked by Wall St. Rank hold HCA as of Q1 2023.

  • WMG Financial Advisors reported no remaining HCA Healthcare position as of Q1 2023 after selling out during the quarter.
  • WMG Financial Advisors sold 2,442 HCA Healthcare shares in Q1 2023, an estimated $586K.
  • WMG Financial Advisors first reported a position in HCA Healthcare in Q2 2022 and held it in 3 quarters.
  • WMG Financial Advisors's HCA Healthcare position peaked at $586K in Q4 2022.
  • 970 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2023.

Based on WMG Financial Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.