Sutton Wealth Advisors’s HealthEquity HQY Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-16	Closed	-$986	–	1142
2022 Q4	$986	Hold	16	–	–	﹤0.01%	1326
2022 Q3	$1.07K	Sell	16 -2	-11%	-$127	﹤0.01%	1274
2022 Q2	$1.1K	Hold	18	–	–	﹤0.01%	1258
2022 Q1	$1.21K	Buy	+18	New	+$972	﹤0.01%	1290
2018 Q4	–	Sell	-139	Closed	-$13.1K	–	1154
2018 Q3	$13.1K	Sell	139 -576	-81%	-$49.6K	0.01%	732
2018 Q2	$53.7K	Hold	715	–	–	0.04%	272
2018 Q1	$43.3K	Buy	715 +63	+10%	+$3.41K	0.03%	308
2017 Q4	$30.4K	Hold	652	–	–	0.02%	408
2017 Q3	$33K	Hold	652	–	–	0.03%	376
2017 Q2	$32.5K	Hold	652	–	–	0.03%	362
2017 Q1	$27.7K	Hold	652	–	–	0.02%	392
2016 Q4	$26.4K	Hold	652	–	–	0.02%	406
2016 Q3	$24.7K	Hold	652	–	–	0.02%	404
2016 Q2	$19.8K	Hold	652	–	–	0.02%	449
2016 Q1	$16.1K	Buy	+652	New	+$14K	0.02%	491

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Sutton Wealth Advisors's HQY Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of HealthEquity (HQY) in Q1 2023, closing a stake of 16 shares — an estimated $986 sold.

Sutton Wealth Advisors first reported a position in HQY in Q1 2016 and held it in 15 quarters. The position peaked at $53.7K in Q2 2018. 311 funds tracked by Wall St. Rank hold HQY as of Q1 2023.

Sutton Wealth Advisors reported no remaining HealthEquity position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 16 HealthEquity shares in Q1 2023, an estimated $986.
Sutton Wealth Advisors first reported a position in HealthEquity in Q1 2016 and held it in 15 quarters.
Sutton Wealth Advisors's HealthEquity position peaked at $53.7K in Q2 2018.
311 funds tracked by Wall St. Rank held HealthEquity as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.