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Concord Wealth Partners’s HealthEquity HQY Stock Holding History

Concord Wealth Partners’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
2022
Q2 		– Sell
-38
Closed -$3K – 1292
2022
Q1 		$3K Hold
38
– – ﹤0.01% 1017
2021
Q4 		$2K Buy
+38
New +$2.21K ﹤0.01% 1128

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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 $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Concord Wealth Partners's HQY Position: Q2 2022 in Review

Concord Wealth Partners sold out of HealthEquity (HQY) in Q2 2022, closing a stake of 38 shares — an estimated $3K sold.

Concord Wealth Partners first reported a position in HQY in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 307 funds tracked by Wall St. Rank hold HQY as of Q2 2022.

  • Concord Wealth Partners reported no remaining HealthEquity position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 38 HealthEquity shares in Q2 2022, an estimated $3K.
  • Concord Wealth Partners first reported a position in HealthEquity in Q4 2021 and held it in 2 quarters.
  • Concord Wealth Partners's HealthEquity position peaked at $3K in Q1 2022.
  • 307 funds tracked by Wall St. Rank held HealthEquity as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.