Frontier Wealth Management’s HealthEquity HQY Stock Holding History

Frontier Wealth Management’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 Q2	$528K	Hold	8,595	–	–	0.04%	233
2022 Q1	$590K	Sell	8,595 -5	-0.1%	-$270	0.01%	232
2021 Q4	$380K	Hold	8,600	–	–	0.03%	295
2021 Q3	$557K	Sell	8,600 -25	-0.3%	-$1.74K	0.04%	255
2021 Q2	$694K	Sell	8,625 -150	-2%	-$11.4K	0.05%	218
2021 Q1	$597K	Sell	8,775 -1,000	-10%	-$78.6K	0.05%	216
2020 Q4	$681K	Hold	9,775	–	–	0.06%	194
2020 Q3	$502K	Hold	9,775	–	–	0.05%	214
2020 Q2	$573K	Hold	9,775	–	–	0.05%	195
2020 Q1	$495K	Sell	9,775 -975	-9%	-$64.7K	0.08%	180
2019 Q4	$796K	Hold	10,750	–	–	0.13%	133
2019 Q3	$614K	Hold	10,750	–	–	0.09%	169
2019 Q2	$703K	Sell	10,750 -500	-4%	-$34.8K	0.1%	152
2019 Q1	$832K	Sell	11,250 -250	-2%	-$17.6K	0.11%	161
2018 Q4	$686K	Hold	11,500	–	–	0.1%	168
2018 Q3	$1.09M	Hold	11,500	–	–	0.1%	148
2018 Q2	$864K	Sell	11,500 -1,500	-12%	-$108K	0.12%	157
2018 Q1	$787K	Sell	13,000 -14,500	-53%	-$785K	0.11%	171
2017 Q4	$1.28M	Hold	27,500	–	–	0.21%	113
2017 Q3	$1.39M	Hold	27,500	–	–	0.2%	124
2017 Q2	$1.37M	Sell	27,500 -7,500	-21%	-$351K	0.21%	119
2017 Q1	$1.49M	Sell	35,000 -5,000	-13%	-$221K	0.23%	110
2016 Q4	$1.62M	Sell	40,000 -4,000	-9%	-$155K	0.26%	104
2016 Q3	$1.67M	Sell	44,000 -6,000	-12%	-$190K	0.25%	96
2016 Q2	$1.52M	Sell	50,000 -4,000	-7%	-$105K	0.24%	102
2016 Q1	$1.33M	Hold	54,000	–	–	0.11%	110
2015 Q4	$1.35M	Hold	54,000	–	–	0.22%	108
2015 Q3	$1.6M	Sell	54,000 -14,448	-21%	-$454K	0.25%	100
2015 Q2	$2.19M	Sell	68,448 -3,792	-5%	-$102K	0.34%	70
2015 Q1	$1.8M	Buy	+72,240	New	+$1.57M	0.29%	69

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

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

Frontier Wealth Management's HQY Position: Q2 2022 in Review

Frontier Wealth Management held its HealthEquity (HQY) position steady in Q2 2022 at 8,595 shares worth $528K. The position accounts for 0.04% of the portfolio, ranked #233.

Frontier Wealth Management first reported a position in HQY in Q1 2015 and has held it in 30 quarters since. The position peaked at $2.19M in Q2 2015. 307 funds tracked by Wall St. Rank hold HQY as of Q2 2022.

Frontier Wealth Management held 8,595 shares of HealthEquity worth $528K as of Q2 2022.
Frontier Wealth Management left its HealthEquity share count unchanged in Q2 2022.
HealthEquity made up 0.04% of Frontier Wealth Management's portfolio in Q2 2022, its #233 holding.
Frontier Wealth Management first reported a position in HealthEquity in Q1 2015 and has held it in 30 quarters since.
Frontier Wealth Management's HealthEquity position peaked at $2.19M in Q2 2015.
307 funds tracked by Wall St. Rank held HealthEquity as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.