Calamos Advisors’s HealthEquity HQY Stock Holding History

Calamos Advisors’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	-9,742	Closed	-$712K	–	945
2023 Q3	$712K	Buy	+9,742	New	+$658K	﹤0.01%	691
2022 Q4	–	Sell	-17,057	Closed	-$1.15M	–	1275
2022 Q3	$1.15M	Sell	17,057 -55,725	-77%	-$3.53M	0.01%	926
2022 Q2	$4.47M	Buy	72,782 +54,280	+293%	+$3.48M	0.02%	753
2022 Q1	$1.25M	Buy	+18,502	New	+$999K	﹤0.01%	983
2019 Q1	–	Sell	-6,500	Closed	-$388K	–	674
2018 Q4	$388K	Sell	6,500 -5,300	-45%	-$427K	﹤0.01%	600
2018 Q3	$1.11M	Buy	+11,800	New	+$1.02M	0.01%	559

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

Calamos Advisors's HQY Position: Q4 2023 in Review

Calamos Advisors sold out of HealthEquity (HQY) in Q4 2023, closing a stake of 9,742 shares — an estimated $712K sold.

Calamos Advisors first reported a position in HQY in Q3 2018 and held it in 6 quarters. The position peaked at $4.47M in Q2 2022. 352 funds tracked by Wall St. Rank hold HQY as of Q4 2023.

Calamos Advisors reported no remaining HealthEquity position as of Q4 2023 after selling out during the quarter.
Calamos Advisors sold 9,742 HealthEquity shares in Q4 2023, an estimated $712K.
Calamos Advisors first reported a position in HealthEquity in Q3 2018 and held it in 6 quarters.
Calamos Advisors's HealthEquity position peaked at $4.47M in Q2 2022.
352 funds tracked by Wall St. Rank held HealthEquity as of Q4 2023.

Based on Calamos Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.