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TCWP’s HealthEquity HQY Stock Holding History

TCWP’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
-153
Closed -$10K – 911
2022
Q1 		$10K Buy
+153
New +$8.26K ﹤0.01% 882

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

TCWP's HQY Position: Q2 2022 in Review

TCWP sold out of HealthEquity (HQY) in Q2 2022, closing a stake of 153 shares — an estimated $10K sold.

TCWP first reported a position in HQY in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 307 funds tracked by Wall St. Rank hold HQY as of Q2 2022.

  • TCWP reported no remaining HealthEquity position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 153 HealthEquity shares in Q2 2022, an estimated $10K.
  • TCWP first reported a position in HealthEquity in Q1 2022 and held it in 1 quarter.
  • TCWP's HealthEquity position peaked at $10K in Q1 2022.
  • 307 funds tracked by Wall St. Rank held HealthEquity as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.