Duality Advisers’s HealthEquity HQY Stock Holding History

Duality Advisers’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 Q2	–	Sell	-8,067	Closed	-$474K	–	612
2023 Q1	$474K	Buy	+8,067	New	+$490K	0.05%	420
2022 Q1	–	Sell	-72,313	Closed	-$3.2M	–	716
2021 Q4	$3.2M	Buy	72,313 +63,539	+724%	+$3.7M	0.35%	88
2021 Q3	$568K	Buy	8,774 +862	+11%	+$59.9K	0.04%	429
2021 Q2	$637K	Sell	7,912 -9,777	-55%	-$745K	0.06%	407
2021 Q1	$1.2M	Sell	17,689 -25,513	-59%	-$2M	0.1%	310
2020 Q4	$3.01M	Buy	+43,202	New	+$2.69M	0.22%	128

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Duality Advisers's HQY Position: Q2 2023 in Review

Duality Advisers sold out of HealthEquity (HQY) in Q2 2023, closing a stake of 8,067 shares — an estimated $474K sold.

Duality Advisers first reported a position in HQY in Q4 2020 and held it in 6 quarters. The position peaked at $3.2M in Q4 2021. 316 funds tracked by Wall St. Rank hold HQY as of Q2 2023.

Duality Advisers reported no remaining HealthEquity position as of Q2 2023 after selling out during the quarter.
Duality Advisers sold 8,067 HealthEquity shares in Q2 2023, an estimated $474K.
Duality Advisers first reported a position in HealthEquity in Q4 2020 and held it in 6 quarters.
Duality Advisers's HealthEquity position peaked at $3.2M in Q4 2021.
316 funds tracked by Wall St. Rank held HealthEquity as of Q2 2023.

Based on Duality Advisers's 13F filing for Q2 2023, filed 31 Jul 2023.