Mach-1 Financial Group’s HealthEquity HQY Stock Holding History

Mach-1 Financial 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
2023 Q3	–	Sell	-8,734	Closed	-$551K	–	229
2023 Q2	$551K	Buy	+8,734	New	+$506K	0.16%	115

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mach-1 Financial Group's HQY Position: Q3 2023 in Review

Mach-1 Financial Group sold out of HealthEquity (HQY) in Q3 2023, closing a stake of 8,734 shares — an estimated $551K sold.

Mach-1 Financial Group first reported a position in HQY in Q2 2023 and held it in 1 quarter. The position peaked at $551K in Q2 2023. 342 funds tracked by Wall St. Rank hold HQY as of Q3 2023.

Mach-1 Financial Group reported no remaining HealthEquity position as of Q3 2023 after selling out during the quarter.
Mach-1 Financial Group sold 8,734 HealthEquity shares in Q3 2023, an estimated $551K.
Mach-1 Financial Group first reported a position in HealthEquity in Q2 2023 and held it in 1 quarter.
Mach-1 Financial Group's HealthEquity position peaked at $551K in Q2 2023.
342 funds tracked by Wall St. Rank held HealthEquity as of Q3 2023.

Based on Mach-1 Financial Group's 13F filing for Q3 2023, filed 17 Oct 2023.