Sageworth Trust’s HealthEquity HQY Stock Holding History

Sageworth Trust’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	-50	Closed	-$2K	–	546
2021 Q4	$2K	Sell	50 -170	-77%	-$9.9K	﹤0.01%	599
2021 Q3	$14K	Hold	220	–	–	﹤0.01%	455
2021 Q2	$18K	Buy	+220	New	+$16.8K	﹤0.01%	419

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

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

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

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

Sageworth Trust's HQY Position: Q1 2022 in Review

Sageworth Trust sold out of HealthEquity (HQY) in Q1 2022, closing a stake of 50 shares — an estimated $2K sold.

Sageworth Trust first reported a position in HQY in Q2 2021 and held it in 3 quarters. The position peaked at $18K in Q2 2021. 298 funds tracked by Wall St. Rank hold HQY as of Q1 2022.

Sageworth Trust reported no remaining HealthEquity position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 50 HealthEquity shares in Q1 2022, an estimated $2K.
Sageworth Trust first reported a position in HealthEquity in Q2 2021 and held it in 3 quarters.
Sageworth Trust's HealthEquity position peaked at $18K in Q2 2021.
298 funds tracked by Wall St. Rank held HealthEquity as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.