CIBC Asset Management
HQY icon

CIBC Asset Management’s HealthEquity HQY Stock Holding History

CIBC Asset Management’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
2026
Q1 		$226K Hold
2,700
– – ﹤0.01% 1163
2025
Q4 		$247K Hold
2,700
– – ﹤0.01% 1089
2025
Q3 		$256K Hold
2,700
– – ﹤0.01% 1012
2025
Q2 		$283K Hold
2,700
– – ﹤0.01% 927
2025
Q1 		$239K Buy
2,700
+60
+2% +$6.15K ﹤0.01% 976
2024
Q4 		$253K Buy
2,640
+139
+6% +$13K ﹤0.01% 972
2024
Q3 		$205K Buy
2,501
+82
+3% +$6.33K ﹤0.01% 1102
2024
Q2 		$209K Buy
+2,419
New +$195K ﹤0.01% 1008
2022
Q4 		– Sell
-3,336
Closed -$224K – 1154
2022
Q3 		$224K Hold
3,336
– – ﹤0.01% 1025
2022
Q2 		$205K Sell
3,336
-244
-7% -$15.6K ﹤0.01% 1107
2022
Q1 		$241K Buy
+3,580
New +$193K ﹤0.01% 1201
2021
Q4 		– Sell
-3,256
Closed -$211K – 1567
2021
Q3 		$211K Buy
3,256
+446
+16% +$31K ﹤0.01% 1326
2021
Q2 		$226K Buy
+2,810
New +$214K ﹤0.01% 1198
2020
Q1 		– Sell
-2,721
Closed -$202K – 1089
2019
Q4 		$202K Buy
+2,721
New +$170K ﹤0.01% 1081
2018
Q4 		– Sell
-2,271
Closed -$214K – 1085
2018
Q3 		$214K Buy
+2,271
New +$196K ﹤0.01% 1030
2017
Q4 		– Sell
-4,118
Closed -$208K – 1082
2017
Q3 		$208K Buy
+4,118
New +$192K ﹤0.01% 945

Other funds holding HQY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return