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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

HCAT holding history

Health Catalyst, Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HCAT overviewAll 13F holders of HCATFull Q2 2026 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of HCAT by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−1,302−100.0%Sold outHolders
Q2 20221,302$19.0K<0.1%+1,212+1,346.7%AddedHolders
Q1 202290$2.00K<0.1%+73+429.4%AddedHolders
Q4 202117$1.00K<0.1%+17NewHolders
Q3 20210$00.0%−1,010−100.0%Sold outHolders
Q2 20211,010$56.0K<0.1%−325−24.3%ReducedHolders
Q1 20211,335$62.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.