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One Wealth Advisors’s HealthEquity HQY Stock Holding History

One Wealth Advisors’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
Q1 		– Sell
-247
Closed -$15.2K – 370
2022
Q4 		$15.2K Buy
+247
New +$16.6K ﹤0.01% 569
2019
Q2 		– Sell
-54
Closed -$4K – 275
2019
Q1 		$4K Buy
+54
New +$3.8K ﹤0.01% 394

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

One Wealth Advisors's HQY Position: Q1 2023 in Review

One Wealth Advisors sold out of HealthEquity (HQY) in Q1 2023, closing a stake of 247 shares — an estimated $15.2K sold.

One Wealth Advisors first reported a position in HQY in Q1 2019 and held it in 2 quarters. The position peaked at $15.2K in Q4 2022. 311 funds tracked by Wall St. Rank hold HQY as of Q1 2023.

  • One Wealth Advisors reported no remaining HealthEquity position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 247 HealthEquity shares in Q1 2023, an estimated $15.2K.
  • One Wealth Advisors first reported a position in HealthEquity in Q1 2019 and held it in 2 quarters.
  • One Wealth Advisors's HealthEquity position peaked at $15.2K in Q4 2022.
  • 311 funds tracked by Wall St. Rank held HealthEquity as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.