M Holdings Securities’s HealthEquity HQY Stock Holding History

M Holdings Securities’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 Q2	–	Sell	-4,490	Closed	-$303K	–	478
2022 Q1	$303K	Buy	+4,490	New	+$242K	0.02%	394

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

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

ACH

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

M Holdings Securities's HQY Position: Q2 2022 in Review

M Holdings Securities sold out of HealthEquity (HQY) in Q2 2022, closing a stake of 4,490 shares — an estimated $303K sold.

M Holdings Securities first reported a position in HQY in Q1 2022 and held it in 1 quarter. The position peaked at $303K in Q1 2022. 307 funds tracked by Wall St. Rank hold HQY as of Q2 2022.

M Holdings Securities reported no remaining HealthEquity position as of Q2 2022 after selling out during the quarter.
M Holdings Securities sold 4,490 HealthEquity shares in Q2 2022, an estimated $303K.
M Holdings Securities first reported a position in HealthEquity in Q1 2022 and held it in 1 quarter.
M Holdings Securities's HealthEquity position peaked at $303K in Q1 2022.
307 funds tracked by Wall St. Rank held HealthEquity as of Q2 2022.

Based on M Holdings Securities's 13F filing for Q2 2022, filed 16 Aug 2022.