BC
HQY icon

Brookfield Corp’s HealthEquity HQY Stock Holding History

Brookfield Corp’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
Q1 		– Sell
-56,068
Closed -$3.46M – 714
2022
Q4 		$3.46M Buy
56,068
+3,973
+8% +$267K 0.01% 326
2022
Q3 		$3.5M Buy
52,095
+28,011
+116% +$1.77M 0.01% 338
2022
Q2 		$1.48M Buy
+24,084
New +$1.54M 0.01% 459
2021
Q3 		– Sell
-6,497
Closed -$523K – 570
2021
Q2 		$523K Sell
6,497
-3,503
-35% -$267K ﹤0.01% 504
2021
Q1 		$680K Buy
+10,000
New +$786K ﹤0.01% 398

Other funds holding HQY

BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return