FDx Advisors’s HealthEquity HQY Stock Holding History

FDx Advisors’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 Q3	–	Sell	-3,457	Closed	-$218K	–	695
2023 Q2	$218K	Sell	3,457 -252	-7%	-$14.6K	0.01%	698
2023 Q1	$229K	Hold	3,709	–	–	0.01%	665
2022 Q4	$229K	Buy	3,709 +488	+15%	+$32.8K	0.01%	665
2022 Q3	$216K	Buy	+3,221	New	+$204K	0.01%	664
2022 Q2	–	Sell	-3,063	Closed	-$207K	–	843
2022 Q1	$207K	Buy	+3,063	New	+$165K	0.01%	786

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FDx Advisors's HQY Position: Q3 2023 in Review

FDx Advisors sold out of HealthEquity (HQY) in Q3 2023, closing a stake of 3,457 shares — an estimated $218K sold.

FDx Advisors first reported a position in HQY in Q1 2022 and held it in 5 quarters. The position peaked at $229K in Q1 2023. 342 funds tracked by Wall St. Rank hold HQY as of Q3 2023.

FDx Advisors reported no remaining HealthEquity position as of Q3 2023 after selling out during the quarter.
FDx Advisors sold 3,457 HealthEquity shares in Q3 2023, an estimated $218K.
FDx Advisors first reported a position in HealthEquity in Q1 2022 and held it in 5 quarters.
FDx Advisors's HealthEquity position peaked at $229K in Q1 2023.
342 funds tracked by Wall St. Rank held HealthEquity as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.