Kowal Investment Group’s HealthEquity HQY Stock Holding History

Kowal Investment Group’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	-73	Closed	-$5K	–	472
2021 Q3	$5K	Buy	+73	New	+$5.07K	﹤0.01%	642

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

Kowal Investment Group's HQY Position: Q4 2021 in Review

Kowal Investment Group sold out of HealthEquity (HQY) in Q4 2021, closing a stake of 73 shares — an estimated $5K sold.

Kowal Investment Group first reported a position in HQY in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 282 funds tracked by Wall St. Rank hold HQY as of Q4 2021.

Kowal Investment Group reported no remaining HealthEquity position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 73 HealthEquity shares in Q4 2021, an estimated $5K.
Kowal Investment Group first reported a position in HealthEquity in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's HealthEquity position peaked at $5K in Q3 2021.
282 funds tracked by Wall St. Rank held HealthEquity as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.