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C.M. Bidwell & Associates’s HealthEquity HQY Stock Holding History

C.M. Bidwell & Associates’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
Q2 		– Sell
-1,007
Closed -$59.1K – 550
2023
Q1 		$59.1K Hold
1,007
– – 0.04% 288
2022
Q4 		$62.1K Buy
+1,007
New +$67.7K 0.05% 277

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

C.M. Bidwell & Associates's HQY Position: Q2 2023 in Review

C.M. Bidwell & Associates sold out of HealthEquity (HQY) in Q2 2023, closing a stake of 1,007 shares — an estimated $59.1K sold.

C.M. Bidwell & Associates first reported a position in HQY in Q4 2022 and held it in 2 quarters. The position peaked at $62.1K in Q4 2022. 317 funds tracked by Wall St. Rank hold HQY as of Q2 2023.

  • C.M. Bidwell & Associates reported no remaining HealthEquity position as of Q2 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 1,007 HealthEquity shares in Q2 2023, an estimated $59.1K.
  • C.M. Bidwell & Associates first reported a position in HealthEquity in Q4 2022 and held it in 2 quarters.
  • C.M. Bidwell & Associates's HealthEquity position peaked at $62.1K in Q4 2022.
  • 317 funds tracked by Wall St. Rank held HealthEquity as of Q2 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2023, filed 14 Aug 2023.