WR Wealth Planners’s HCA Healthcare HCA Stock Holding History

WR Wealth Planners’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	$4.8K	Buy	16 +3	+23%	+$1.05K	﹤0.01%	711
2024 Q3	$5.28K	Hold	13	–	–	﹤0.01%	731
2024 Q2	$4.18K	Sell	13 -81	-86%	-$26.3K	﹤0.01%	750
2024 Q1	$31.4K	Buy	+94	New	+$28.7K	0.01%	393
2023 Q4	–	Sell	-94	Closed	-$23.1K	–	468
2023 Q3	$23.1K	Hold	94	–	–	0.01%	407
2023 Q2	$28.5K	Buy	94 +42	+81%	+$11.7K	0.01%	388
2023 Q1	$13.7K	Buy	+52	New	+$13.2K	0.01%	485
2022 Q4	–	Sell	-24	Closed	-$4.41K	–	521
2022 Q3	$4.41K	Buy	+24	New	+$4.78K	﹤0.01%	321

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

WR Wealth Planners's HCA Position: Q4 2024 in Review

WR Wealth Planners increased its HCA Healthcare (HCA) stake by 23% in Q4 2024, buying an estimated $1.05K and bringing the position to 16 shares worth $4.8K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

WR Wealth Planners first reported a position in HCA in Q3 2022 and has held it in 8 quarters since. The position peaked at $31.4K in Q1 2024. 1,181 funds tracked by Wall St. Rank hold HCA as of Q4 2024.

WR Wealth Planners held 16 shares of HCA Healthcare worth $4.8K as of Q4 2024.
WR Wealth Planners bought 3 HCA Healthcare shares in Q4 2024, an estimated $1.05K.
HCA Healthcare made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #711 holding.
WR Wealth Planners first reported a position in HCA Healthcare in Q3 2022 and has held it in 8 quarters since.
WR Wealth Planners's HCA Healthcare position peaked at $31.4K in Q1 2024.
1,181 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.