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Retirement Planning Company of New England’s HealthEquity HQY Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-100
Closed -$4K – 508
2021
Q4 		$4K Buy
+100
New +$5.82K ﹤0.01% 778

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WA
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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 $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Retirement Planning Company of New England's HQY Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of HealthEquity (HQY) in Q1 2022, closing a stake of 100 shares — an estimated $4K sold.

Retirement Planning Company of New England first reported a position in HQY in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 298 funds tracked by Wall St. Rank hold HQY as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining HealthEquity position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 100 HealthEquity shares in Q1 2022, an estimated $4K.
  • Retirement Planning Company of New England first reported a position in HealthEquity in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's HealthEquity position peaked at $4K in Q4 2021.
  • 298 funds tracked by Wall St. Rank held HealthEquity as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.