Sage Private Wealth Group’s HealthEquity HQY Stock Holding History

Sage Private Wealth Group’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 Q4	–	Sell	-175	Closed	-$12K	–	108
2022 Q3	$12K	Hold	175	–	–	0.02%	142
2022 Q2	$11K	Hold	175	–	–	0.02%	138
2022 Q1	$12K	Hold	175	–	–	0.01%	139
2021 Q4	$7K	Hold	175	–	–	0.01%	153
2021 Q3	$11K	Hold	175	–	–	0.02%	143
2021 Q2	$14K	Hold	175	–	–	0.02%	128
2021 Q1	$12K	Hold	175	–	–	0.02%	139
2020 Q4	$12K	Buy	+175	New	+$10.9K	0.03%	126

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sage Private Wealth Group's HQY Position: Q4 2022 in Review

Sage Private Wealth Group sold out of HealthEquity (HQY) in Q4 2022, closing a stake of 175 shares — an estimated $12K sold.

Sage Private Wealth Group first reported a position in HQY in Q4 2020 and held it in 8 quarters. The position peaked at $14K in Q2 2021. 323 funds tracked by Wall St. Rank hold HQY as of Q4 2022.

Sage Private Wealth Group reported no remaining HealthEquity position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 175 HealthEquity shares in Q4 2022, an estimated $12K.
Sage Private Wealth Group first reported a position in HealthEquity in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's HealthEquity position peaked at $14K in Q2 2021.
323 funds tracked by Wall St. Rank held HealthEquity as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.