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ETF Managers Group’s HealthEquity HQY Stock Holding History

ETF Managers 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
Q3 		– Sell
-15,354
Closed -$975K – 749
2022
Q2 		$975K Buy
+15,354
New +$983K 0.03% 235
2019
Q1 		– Sell
-4,549
Closed -$271K – 563
2018
Q4 		$271K Sell
4,549
-9,751
-68% -$786K 0.01% 271
2018
Q3 		$1.35M Buy
+14,300
New +$1.23M 0.05% 155

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

ETF Managers Group's HQY Position: Q3 2022 in Review

ETF Managers Group sold out of HealthEquity (HQY) in Q3 2022, closing a stake of 15,354 shares — an estimated $975K sold.

ETF Managers Group first reported a position in HQY in Q3 2018 and held it in 3 quarters. The position peaked at $1.35M in Q3 2018. 310 funds tracked by Wall St. Rank hold HQY as of Q3 2022.

  • ETF Managers Group reported no remaining HealthEquity position as of Q3 2022 after selling out during the quarter.
  • ETF Managers Group sold 15,354 HealthEquity shares in Q3 2022, an estimated $975K.
  • ETF Managers Group first reported a position in HealthEquity in Q3 2018 and held it in 3 quarters.
  • ETF Managers Group's HealthEquity position peaked at $1.35M in Q3 2018.
  • 310 funds tracked by Wall St. Rank held HealthEquity as of Q3 2022.

Based on ETF Managers Group's 13F filing for Q3 2022, filed 14 Nov 2022.