Bartlett & Co’s HealthEquity HQY Stock Holding History

Bartlett & Co’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	-$10K	–	1208
2022 Q2	$10K	Buy	+170	New	+$10.9K	﹤0.01%	860
2021 Q1	–	Sell	-24	Closed	-$2K	–	1103
2020 Q4	$2K	Buy	+24	New	+$1.49K	﹤0.01%	914

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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's HQY Position: Q3 2022 in Review

Bartlett & Co sold out of HealthEquity (HQY) in Q3 2022, closing a stake of 170 shares — an estimated $10K sold.

Bartlett & Co first reported a position in HQY in Q4 2020 and held it in 2 quarters. The position peaked at $10K in Q2 2022. 310 funds tracked by Wall St. Rank hold HQY as of Q3 2022.

Bartlett & Co reported no remaining HealthEquity position as of Q3 2022 after selling out during the quarter.
Bartlett & Co sold 170 HealthEquity shares in Q3 2022, an estimated $10K.
Bartlett & Co first reported a position in HealthEquity in Q4 2020 and held it in 2 quarters.
Bartlett & Co's HealthEquity position peaked at $10K in Q2 2022.
310 funds tracked by Wall St. Rank held HealthEquity as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.