Pictet Asset Management (Switzerland)’s HealthEquity HQY Stock Holding History

Pictet Asset Management (Switzerland)’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	$568K	Sell	9,000 -1,650	-15%	-$95.7K	﹤0.01%	1183
2023 Q1	$625K	Buy	10,650 +793	+8%	+$48.2K	﹤0.01%	1147
2022 Q4	$608K	Buy	9,857 +4,219	+75%	+$284K	﹤0.01%	1166
2022 Q3	$379K	Buy	5,638 +231	+4%	+$14.6K	﹤0.01%	1158
2022 Q2	$332K	Hold	5,407	–	–	﹤0.01%	1234
2022 Q1	$365K	Sell	5,407 -203,382	-97%	-$11M	﹤0.01%	1262
2021 Q4	$9.24M	Buy	208,789 +1,139	+0.5%	+$66.3K	0.01%	689
2021 Q3	$13.4M	Buy	+207,650	New	+$14.4M	0.01%	609

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 $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $60.9B AUM 15.24% 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

Pictet Asset Management (Switzerland)'s HQY Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its HealthEquity (HQY) stake by 15% in Q2 2023, selling an estimated $95.7K and leaving 9,000 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Pictet Asset Management (Switzerland) first reported a position in HQY in Q3 2021 and has held it in 8 quarters since. The position peaked at $13.4M in Q3 2021. 317 funds tracked by Wall St. Rank hold HQY as of Q2 2023.

Pictet Asset Management (Switzerland) held 9,000 shares of HealthEquity worth $568K as of Q2 2023.
Pictet Asset Management (Switzerland) sold 1,650 HealthEquity shares in Q2 2023, an estimated $95.7K.
HealthEquity made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1183 holding.
Pictet Asset Management (Switzerland) first reported a position in HealthEquity in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s HealthEquity position peaked at $13.4M in Q3 2021.
317 funds tracked by Wall St. Rank held HealthEquity as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.