Baker Avenue Asset Management’s HealthEquity HQY Stock Holding History

Baker Avenue Asset Management’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 Q4	–	Sell	-132	Closed	-$9.64K	–	857
2023 Q3	$9.64K	Hold	132	–	–	﹤0.01%	776
2023 Q2	$8.33K	Hold	132	–	–	﹤0.01%	771
2023 Q1	$7.75K	Hold	132	–	–	﹤0.01%	802
2022 Q4	$8.14K	Buy	+132	New	+$8.87K	﹤0.01%	738

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Baker Avenue Asset Management's HQY Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of HealthEquity (HQY) in Q4 2023, closing a stake of 132 shares — an estimated $9.64K sold.

Baker Avenue Asset Management first reported a position in HQY in Q4 2022 and held it in 4 quarters. The position peaked at $9.64K in Q3 2023. 352 funds tracked by Wall St. Rank hold HQY as of Q4 2023.

Baker Avenue Asset Management reported no remaining HealthEquity position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 132 HealthEquity shares in Q4 2023, an estimated $9.64K.
Baker Avenue Asset Management first reported a position in HealthEquity in Q4 2022 and held it in 4 quarters.
Baker Avenue Asset Management's HealthEquity position peaked at $9.64K in Q3 2023.
352 funds tracked by Wall St. Rank held HealthEquity as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.