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TCI Wealth Advisors’s HealthEquity HQY Stock Holding History

TCI 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
Q2 		– Sell
-251
Closed -$14.7K – 1093
2023
Q1 		$14.7K Sell
251
-41
-14% -$2.49K ﹤0.01% 858
2022
Q4 		$18K Sell
292
-1
-0.3% -$67 ﹤0.01% 747
2022
Q3 		$20K Buy
293
+4
+1% +$253 ﹤0.01% 655
2022
Q2 		$18K Buy
289
+40
+16% +$2.56K ﹤0.01% 684
2022
Q1 		$17K Buy
249
+7
+3% +$378 ﹤0.01% 766
2021
Q4 		$11K Buy
242
+35
+17% +$2.04K ﹤0.01% 1090
2021
Q3 		$13K Buy
207
+67
+48% +$4.65K ﹤0.01% 917
2021
Q2 		$11K Buy
140
+20
+17% +$1.52K ﹤0.01% 903
2021
Q1 		$8K Buy
120
+66
+122% +$5.18K ﹤0.01% 979
2020
Q4 		$4K Hold
54
– – ﹤0.01% 969
2020
Q3 		$3K Hold
54
– – ﹤0.01% 953
2020
Q2 		$3K Hold
54
– – ﹤0.01% 903
2020
Q1 		$3K Sell
54
-7
-11% -$465 ﹤0.01% 871
2019
Q4 		$5K Sell
61
-160
-72% -$9.98K ﹤0.01% 847
2019
Q3 		$13K Hold
221
– – 0.01% 575
2019
Q2 		$14K Buy
221
+160
+262% +$11.1K 0.01% 545
2019
Q1 		$5K Hold
61
– – ﹤0.01% 788
2018
Q4 		$4K Sell
61
-7
-10% -$564 ﹤0.01% 823
2018
Q3 		$6K Sell
68
-15
-18% -$1.29K ﹤0.01% 746
2018
Q2 		$6K Buy
83
+22
+36% +$1.58K ﹤0.01% 734
2018
Q1 		$4K Hold
61
– – ﹤0.01% 783
2017
Q4 		$3K Buy
61
+7
+13% +$347 ﹤0.01% 904
2017
Q3 		$3K Hold
54
– – ﹤0.01% 848
2017
Q2 		$3K Hold
54
– – ﹤0.01% 879
2017
Q1 		$2K Hold
54
– – ﹤0.01% 938
2016
Q4 		$2K Hold
54
– – ﹤0.01% 1013
2016
Q3 		$2K Hold
54
– – ﹤0.01% 971
2016
Q2 		$2K Buy
+54
New +$1.42K ﹤0.01% 937

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's HQY Position: Q2 2023 in Review

TCI Wealth Advisors sold out of HealthEquity (HQY) in Q2 2023, closing a stake of 251 shares — an estimated $14.7K sold.

TCI Wealth Advisors first reported a position in HQY in Q2 2016 and held it in 28 quarters. The position peaked at $20K in Q3 2022. 317 funds tracked by Wall St. Rank hold HQY as of Q2 2023.

  • TCI Wealth Advisors reported no remaining HealthEquity position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 251 HealthEquity shares in Q2 2023, an estimated $14.7K.
  • TCI Wealth Advisors first reported a position in HealthEquity in Q2 2016 and held it in 28 quarters.
  • TCI Wealth Advisors's HealthEquity position peaked at $20K in Q3 2022.
  • 317 funds tracked by Wall St. Rank held HealthEquity as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.