Moody National Bank Trust Division’s HealthEquity HQY Stock Holding History

Moody National Bank Trust Division’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 Q4	–	Sell	-19,940	Closed	-$1.46M	–	568
2023 Q3	$1.46M	Buy	19,940 +4,250	+27%	+$287K	0.09%	164
2023 Q2	$991K	Sell	15,690 -19	-0.1%	-$1.1K	0.07%	211
2023 Q1	$922K	Buy	15,709 +1,400	+10%	+$85K	0.08%	223
2022 Q4	$882K	Buy	14,309 +21	+0.1%	+$1.41K	0.08%	212
2022 Q3	$960K	Buy	14,288 +3,327	+30%	+$211K	0.1%	191
2022 Q2	$673K	Buy	+10,961	New	+$702K	0.07%	233
2019 Q2	–	Sell	-67	Closed	-$5K	–	642
2019 Q1	$5K	Sell	67 -28	-29%	-$1.97K	﹤0.01%	911
2018 Q4	$6K	Buy	+95	New	+$7.66K	﹤0.01%	689

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

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

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

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

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

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

Moody National Bank Trust Division's HQY Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of HealthEquity (HQY) in Q4 2023, closing a stake of 19,940 shares — an estimated $1.46M sold.

Moody National Bank Trust Division first reported a position in HQY in Q4 2018 and held it in 8 quarters. The position peaked at $1.46M in Q3 2023. 352 funds tracked by Wall St. Rank hold HQY as of Q4 2023.

Moody National Bank Trust Division reported no remaining HealthEquity position as of Q4 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 19,940 HealthEquity shares in Q4 2023, an estimated $1.46M.
Moody National Bank Trust Division first reported a position in HealthEquity in Q4 2018 and held it in 8 quarters.
Moody National Bank Trust Division's HealthEquity position peaked at $1.46M in Q3 2023.
352 funds tracked by Wall St. Rank held HealthEquity as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.