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GoalVest Advisory’s HealthEquity HQY Stock Holding History

GoalVest Advisory’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
Q1 		– Sell
-141
Closed -$8.69K – 274
2022
Q4 		$8.69K Hold
141
– – 0.01% 190
2022
Q3 		$9K Hold
141
– – 0.01% 191
2022
Q2 		$8K Hold
141
– – 0.01% 259
2022
Q1 		$10K Buy
+141
New +$7.61K 0.01% 242
2021
Q2 		$17K Hold
208
– – 0.01% 181
2021
Q1 		$14K Hold
208
– – 0.01% 155
2020
Q4 		$14K Buy
+208
New +$12.9K 0.01% 159

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GoalVest Advisory's HQY Position: Q1 2023 in Review

GoalVest Advisory sold out of HealthEquity (HQY) in Q1 2023, closing a stake of 141 shares — an estimated $8.69K sold.

GoalVest Advisory first reported a position in HQY in Q4 2020 and held it in 7 quarters. The position peaked at $17K in Q2 2021. 311 funds tracked by Wall St. Rank hold HQY as of Q1 2023.

  • GoalVest Advisory reported no remaining HealthEquity position as of Q1 2023 after selling out during the quarter.
  • GoalVest Advisory sold 141 HealthEquity shares in Q1 2023, an estimated $8.69K.
  • GoalVest Advisory first reported a position in HealthEquity in Q4 2020 and held it in 7 quarters.
  • GoalVest Advisory's HealthEquity position peaked at $17K in Q2 2021.
  • 311 funds tracked by Wall St. Rank held HealthEquity as of Q1 2023.

Based on GoalVest Advisory's 13F filing for Q1 2023, filed 3 Apr 2023.