Operose Advisors’s HealthEquity HQY Stock Holding History

Operose 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 Q4	–	Sell	-607	Closed	-$44.3K	–	663
2023 Q3	$44.3K	Buy	+607	New	+$41K	0.02%	328

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

Operose Advisors's HQY Position: Q4 2023 in Review

Operose Advisors sold out of HealthEquity (HQY) in Q4 2023, closing a stake of 607 shares — an estimated $44.3K sold.

Operose Advisors first reported a position in HQY in Q3 2023 and held it in 1 quarter. The position peaked at $44.3K in Q3 2023. 352 funds tracked by Wall St. Rank hold HQY as of Q4 2023.

Operose Advisors reported no remaining HealthEquity position as of Q4 2023 after selling out during the quarter.
Operose Advisors sold 607 HealthEquity shares in Q4 2023, an estimated $44.3K.
Operose Advisors first reported a position in HealthEquity in Q3 2023 and held it in 1 quarter.
Operose Advisors's HealthEquity position peaked at $44.3K in Q3 2023.
352 funds tracked by Wall St. Rank held HealthEquity as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.