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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 		$2.79K 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return