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Choate Investment Advisors’s HealthEquity HQY Stock Holding History

Choate Investment 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
-11,763
Closed -$859K – 399
2023
Q3 		$859K Buy
+11,763
New +$795K 0.03% 183

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Choate Investment Advisors's HQY Position: Q4 2023 in Review

Choate Investment Advisors sold out of HealthEquity (HQY) in Q4 2023, closing a stake of 11,763 shares — an estimated $859K sold.

Choate Investment Advisors first reported a position in HQY in Q3 2023 and held it in 1 quarter. The position peaked at $859K in Q3 2023. 352 funds tracked by Wall St. Rank hold HQY as of Q4 2023.

  • Choate Investment Advisors reported no remaining HealthEquity position as of Q4 2023 after selling out during the quarter.
  • Choate Investment Advisors sold 11,763 HealthEquity shares in Q4 2023, an estimated $859K.
  • Choate Investment Advisors first reported a position in HealthEquity in Q3 2023 and held it in 1 quarter.
  • Choate Investment Advisors's HealthEquity position peaked at $859K in Q3 2023.
  • 352 funds tracked by Wall St. Rank held HealthEquity as of Q4 2023.

Based on Choate Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.