PFS Investments’s HealthEquity HQY Stock Holding History

PFS Investments’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 Q2	$376K	Buy	5,950 +433	+8%	+$25.1K	0.01%	423
2023 Q1	$314K	Sell	5,517 -41,675	-88%	-$2.53M	0.01%	428
2022 Q4	$2.91M	Buy	47,192 +5,684	+14%	+$382K	0.05%	250
2022 Q3	$2.79M	Buy	+41,508	New	+$2.63M	0.05%	242
2021 Q4	–	Sell	-11,219	Closed	-$775K	–	405
2021 Q3	$775K	Buy	11,219 +2,758	+33%	+$192K	0.02%	337
2021 Q2	$670K	Buy	+8,461	New	+$645K	0.02%	330

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PFS Investments's HQY Position: Q2 2023 in Review

PFS Investments increased its HealthEquity (HQY) stake by 7.8% in Q2 2023, buying an estimated $25.1K and bringing the position to 5,950 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #423.

PFS Investments first reported a position in HQY in Q2 2021 and has held it in 6 quarters since. The position peaked at $2.91M in Q4 2022. 316 funds tracked by Wall St. Rank hold HQY as of Q2 2023.

PFS Investments held 5,950 shares of HealthEquity worth $376K as of Q2 2023.
PFS Investments bought 433 HealthEquity shares in Q2 2023, an estimated $25.1K.
HealthEquity made up 0.01% of PFS Investments's portfolio in Q2 2023, its #423 holding.
PFS Investments first reported a position in HealthEquity in Q2 2021 and has held it in 6 quarters since.
PFS Investments's HealthEquity position peaked at $2.91M in Q4 2022.
316 funds tracked by Wall St. Rank held HealthEquity as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.