Lee Financial’s HealthEquity HQY Stock Holding History

Lee Financial’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 Q3	–	Sell	-2	Closed	–	–	897
2022 Q2	$0	Buy	+2	New	+$128	﹤0.01%	907

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Lee Financial's HQY Position: Q3 2022 in Review

Lee Financial sold out of HealthEquity (HQY) in Q3 2022, closing a stake of 2 shares.

Lee Financial first reported a position in HQY in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 310 funds tracked by Wall St. Rank hold HQY as of Q3 2022.

Lee Financial reported no remaining HealthEquity position as of Q3 2022 after selling out during the quarter.
Lee Financial sold 2 HealthEquity shares in Q3 2022.
Lee Financial first reported a position in HealthEquity in Q2 2022 and held it in 1 quarter.
Lee Financial's HealthEquity position peaked at $0 in Q2 2022.
310 funds tracked by Wall St. Rank held HealthEquity as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.