DA
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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
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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return