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Summit Securities Group’s HealthEquity HQY Stock Holding History

Summit Securities 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
Q3 		– Sell
-99
Closed -$6K – 1033
2022
Q2 		$6K Sell
99
-1,276
-93% -$81.7K ﹤0.01% 865
2022
Q1 		$93K Buy
+1,375
New +$74.3K 0.01% 520
2015
Q2 		– Sell
-400
Closed -$10K – 527
2015
Q1 		$10K Buy
+400
New +$8.68K 0.01% 278

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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 $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Summit Securities Group's HQY Position: Q3 2022 in Review

Summit Securities Group sold out of HealthEquity (HQY) in Q3 2022, closing a stake of 99 shares — an estimated $6K sold.

Summit Securities Group first reported a position in HQY in Q1 2015 and held it in 3 quarters. The position peaked at $93K in Q1 2022. 310 funds tracked by Wall St. Rank hold HQY as of Q3 2022.

  • Summit Securities Group reported no remaining HealthEquity position as of Q3 2022 after selling out during the quarter.
  • Summit Securities Group sold 99 HealthEquity shares in Q3 2022, an estimated $6K.
  • Summit Securities Group first reported a position in HealthEquity in Q1 2015 and held it in 3 quarters.
  • Summit Securities Group's HealthEquity position peaked at $93K in Q1 2022.
  • 310 funds tracked by Wall St. Rank held HealthEquity as of Q3 2022.

Based on Summit Securities Group's 13F filing for Q3 2022, filed 2 Nov 2022.