InceptionR’s HealthEquity HQY Stock Holding History

InceptionR’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	-7,898	Closed	-$487K	–	497
2022 Q4	$487K	Buy	+7,898	New	+$531K	0.26%	170

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

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

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

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

InceptionR's HQY Position: Q1 2023 in Review

InceptionR sold out of HealthEquity (HQY) in Q1 2023, closing a stake of 7,898 shares — an estimated $487K sold.

InceptionR first reported a position in HQY in Q4 2022 and held it in 1 quarter. The position peaked at $487K in Q4 2022. 311 funds tracked by Wall St. Rank hold HQY as of Q1 2023.

InceptionR reported no remaining HealthEquity position as of Q1 2023 after selling out during the quarter.
InceptionR sold 7,898 HealthEquity shares in Q1 2023, an estimated $487K.
InceptionR first reported a position in HealthEquity in Q4 2022 and held it in 1 quarter.
InceptionR's HealthEquity position peaked at $487K in Q4 2022.
311 funds tracked by Wall St. Rank held HealthEquity as of Q1 2023.

Based on InceptionR's 13F filing for Q1 2023, filed 12 May 2023.