Hudock Inc’s HealthEquity HQY Stock Holding History

Hudock Inc’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
2021 Q4	–	Sell	-97	Closed	-$6K	–	808
2021 Q3	$6K	Buy	+97	New	+$6.74K	﹤0.01%	612

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Hudock Inc's HQY Position: Q4 2021 in Review

Hudock Inc sold out of HealthEquity (HQY) in Q4 2021, closing a stake of 97 shares — an estimated $6K sold.

Hudock Inc first reported a position in HQY in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 282 funds tracked by Wall St. Rank hold HQY as of Q4 2021.

Hudock Inc reported no remaining HealthEquity position as of Q4 2021 after selling out during the quarter.
Hudock Inc sold 97 HealthEquity shares in Q4 2021, an estimated $6K.
Hudock Inc first reported a position in HealthEquity in Q3 2021 and held it in 1 quarter.
Hudock Inc's HealthEquity position peaked at $6K in Q3 2021.
282 funds tracked by Wall St. Rank held HealthEquity as of Q4 2021.

Based on Hudock Inc's 13F filing for Q4 2021, filed 19 Jan 2022.