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Consolidated Investment Group’s HealthEquity HQY Stock Holding History

Consolidated Investment Group’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
Q1 		– Sell
-38,000
Closed -$1.68M – 76
2021
Q4 		$1.68M Buy
+38,000
New +$2.21M 0.27% 60

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Consolidated Investment Group's HQY Position: Q1 2022 in Review

Consolidated Investment Group sold out of HealthEquity (HQY) in Q1 2022, closing a stake of 38,000 shares — an estimated $1.68M sold.

Consolidated Investment Group first reported a position in HQY in Q4 2021 and held it in 1 quarter. The position peaked at $1.68M in Q4 2021. 298 funds tracked by Wall St. Rank hold HQY as of Q1 2022.

  • Consolidated Investment Group reported no remaining HealthEquity position as of Q1 2022 after selling out during the quarter.
  • Consolidated Investment Group sold 38,000 HealthEquity shares in Q1 2022, an estimated $1.68M.
  • Consolidated Investment Group first reported a position in HealthEquity in Q4 2021 and held it in 1 quarter.
  • Consolidated Investment Group's HealthEquity position peaked at $1.68M in Q4 2021.
  • 298 funds tracked by Wall St. Rank held HealthEquity as of Q1 2022.

Based on Consolidated Investment Group's 13F filing for Q1 2022, filed 28 Apr 2022.