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FinTrust Capital Advisors’s HealthEquity HQY Stock Holding History

FinTrust Capital 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
-61
Closed -$3.76K – 1274
2023
Q2 		$3.76K Hold
61
– – ﹤0.01% 917
2023
Q1 		$3.76K Hold
61
– – ﹤0.01% 911
2022
Q4 		$3.76K Sell
61
-185
-75% -$12.4K ﹤0.01% 908
2022
Q3 		$18K Buy
246
+10
+4% +$633 ﹤0.01% 734
2022
Q2 		$13K Buy
236
+8
+4% +$512 ﹤0.01% 815
2022
Q1 		$15K Buy
228
+184
+418% +$9.94K ﹤0.01% 824
2021
Q4 		$2K Sell
44
-165
-79% -$9.61K ﹤0.01% 1103
2021
Q3 		$14K Hold
209
– – ﹤0.01% 823
2021
Q2 		$17K Buy
209
+33
+19% +$2.51K ﹤0.01% 793
2021
Q1 		$12K Hold
176
– – ﹤0.01% 856
2020
Q4 		$12K Sell
176
-20
-10% -$1.24K ﹤0.01% 790
2020
Q3 		$10 Buy
196
+156
+390% +$8.57K ﹤0.01% 807
2020
Q2 		$2K Sell
40
-12
-23% -$664 ﹤0.01% 927
2020
Q1 		$3K Hold
52
– – ﹤0.01% 949
2019
Q4 		$4K Buy
52
+8
+18% +$499 ﹤0.01% 890
2019
Q3 		$3K Buy
44
+24
+120% +$1.59K ﹤0.01% 944
2019
Q2 		$1K Sell
20
-5
-20% -$348 ﹤0.01% 1003
2019
Q1 		$2K Sell
25
-4
-14% -$281 ﹤0.01% 1099
2018
Q4 		$2K Buy
+29
New +$2.34K ﹤0.01% 1104

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FinTrust Capital Advisors's HQY Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of HealthEquity (HQY) in Q3 2023, closing a stake of 61 shares — an estimated $3.76K sold.

FinTrust Capital Advisors first reported a position in HQY in Q4 2018 and held it in 19 quarters. The position peaked at $18K in Q3 2022. 342 funds tracked by Wall St. Rank hold HQY as of Q3 2023.

  • FinTrust Capital Advisors reported no remaining HealthEquity position as of Q3 2023 after selling out during the quarter.
  • FinTrust Capital Advisors sold 61 HealthEquity shares in Q3 2023, an estimated $3.76K.
  • FinTrust Capital Advisors first reported a position in HealthEquity in Q4 2018 and held it in 19 quarters.
  • FinTrust Capital Advisors's HealthEquity position peaked at $18K in Q3 2022.
  • 342 funds tracked by Wall St. Rank held HealthEquity as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.