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 Q2	–	Sell	-4,000	Closed	-$270K	–	1075
2022 Q1	$270K	Buy	+4,000	New	+$216K	0.03%	326

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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.