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AGF Investments LLC’s HealthEquity HQY Stock Holding History

AGF Investments LLC’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
2022
Q3 		$1.79M Buy
26,629
+10,840
+69% +$686K 0.16% 31
2022
Q2 		$969K Buy
15,789
+636
+4% +$40.7K 0.09% 79
2022
Q1 		$1.02M Buy
+15,153
New +$818K 0.09% 55
2019
Q1 		– Sell
-2,049
Closed -$122K – 676
2018
Q4 		$122K Buy
+2,049
New +$165K 0.02% 389

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

AGF Investments LLC's HQY Position: Q3 2022 in Review

AGF Investments LLC increased its HealthEquity (HQY) stake by 69% in Q3 2022, buying an estimated $686K and bringing the position to 26,629 shares worth $1.79M. The position accounts for 0.16% of the portfolio, ranked #31.

AGF Investments LLC first reported a position in HQY in Q4 2018 and has held it in 4 quarters since. 310 funds tracked by Wall St. Rank hold HQY as of Q3 2022.

  • AGF Investments LLC held 26,629 shares of HealthEquity worth $1.79M as of Q3 2022.
  • AGF Investments LLC bought 10,840 HealthEquity shares in Q3 2022, an estimated $686K.
  • HealthEquity made up 0.16% of AGF Investments LLC's portfolio in Q3 2022, its #31 holding.
  • AGF Investments LLC first reported a position in HealthEquity in Q4 2018 and has held it in 4 quarters since.
  • 310 funds tracked by Wall St. Rank held HealthEquity as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.