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Advisor Partners II’s HealthEquity HQY Stock Holding History

Advisor Partners II’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$206K Buy
+2,818
New +$190K 0.01% 1163

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Advisor Partners II's HQY Position: Q3 2023 in Review

Advisor Partners II opened a new position in HealthEquity (HQY) in Q3 2023: 2,818 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #1163 among its holdings.

342 funds tracked by Wall St. Rank hold HQY as of Q3 2023.

  • Advisor Partners II held 2,818 shares of HealthEquity worth $206K as of Q3 2023.
  • HealthEquity was a new Advisor Partners II position in Q3 2023.
  • HealthEquity made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #1163 holding.
  • 342 funds tracked by Wall St. Rank held HealthEquity as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.