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Sageworth Trust Company of South Dakota’s HealthEquity HQY Stock Holding History

Sageworth Trust Company of South Dakota’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
Q3 		– Sell
-27
Closed -$2K – 416
2022
Q2 		$2K Hold
27
– – ﹤0.01% 373
2022
Q1 		$2K Sell
27
-136
-83% -$7.34K ﹤0.01% 407
2021
Q4 		$7K Buy
+163
New +$9.49K 0.01% 456

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WA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Sageworth Trust Company of South Dakota's HQY Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of HealthEquity (HQY) in Q3 2022, closing a stake of 27 shares — an estimated $2K sold.

Sageworth Trust Company of South Dakota first reported a position in HQY in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q4 2021. 310 funds tracked by Wall St. Rank hold HQY as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining HealthEquity position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 27 HealthEquity shares in Q3 2022, an estimated $2K.
  • Sageworth Trust Company of South Dakota first reported a position in HealthEquity in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's HealthEquity position peaked at $7K in Q4 2021.
  • 310 funds tracked by Wall St. Rank held HealthEquity as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.