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Amalgamated Financial’s HealthEquity HQY Stock Holding History

Amalgamated Financial’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
Q1 		$3.81M Buy
+56,529
New +$3.05M 0.03% 615

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Amalgamated Financial's HQY Position: Q1 2022 in Review

Amalgamated Financial opened a new position in HealthEquity (HQY) in Q1 2022: 56,529 shares worth $3.81M. The stake represents 0.03% of the portfolio and ranks #615 among its holdings.

298 funds tracked by Wall St. Rank hold HQY as of Q1 2022.

  • Amalgamated Financial held 56,529 shares of HealthEquity worth $3.81M as of Q1 2022.
  • HealthEquity was a new Amalgamated Financial position in Q1 2022.
  • HealthEquity made up 0.03% of Amalgamated Financial's portfolio in Q1 2022, its #615 holding.
  • 298 funds tracked by Wall St. Rank held HealthEquity as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.