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Bartlett & Co Wealth Management’s HealthEquity HQY Stock Holding History

Bartlett & Co Wealth 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
2022
Q3 		– Sell
-170
Closed -$10.4K – 1230
2022
Q2 		$10.4K Buy
+170
New +$10.9K ﹤0.01% 858
2021
Q1 		– Sell
-24
Closed -$1.67K – 1145
2020
Q4 		$1.67K Buy
+24
New +$1.49K ﹤0.01% 945

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

Bartlett & Co Wealth Management's HQY Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of HealthEquity (HQY) in Q3 2022, closing a stake of 170 shares — an estimated $10.4K sold.

Bartlett & Co Wealth Management first reported a position in HQY in Q4 2020 and held it in 2 quarters. The position peaked at $10.4K in Q2 2022. 310 funds tracked by Wall St. Rank hold HQY as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining HealthEquity position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 170 HealthEquity shares in Q3 2022, an estimated $10.4K.
  • Bartlett & Co Wealth Management first reported a position in HealthEquity in Q4 2020 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's HealthEquity position peaked at $10.4K in Q2 2022.
  • 310 funds tracked by Wall St. Rank held HealthEquity as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.