Toronto Dominion Bank’s HealthEquity HQY Stock Holding History

Toronto Dominion Bank’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 Q4	–	Sell	-12	Closed	-$877	–	1676
2023 Q3	$877	Hold	12	–	–	﹤0.01%	1430
2023 Q2	$1K	Buy	+12	New	+$696	﹤0.01%	1416

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Toronto Dominion Bank's HQY Position: Q4 2023 in Review

Toronto Dominion Bank sold out of HealthEquity (HQY) in Q4 2023, closing a stake of 12 shares — an estimated $877 sold.

Toronto Dominion Bank first reported a position in HQY in Q2 2023 and held it in 2 quarters. The position peaked at $1K in Q2 2023. 352 funds tracked by Wall St. Rank hold HQY as of Q4 2023.

Toronto Dominion Bank reported no remaining HealthEquity position as of Q4 2023 after selling out during the quarter.
Toronto Dominion Bank sold 12 HealthEquity shares in Q4 2023, an estimated $877.
Toronto Dominion Bank first reported a position in HealthEquity in Q2 2023 and held it in 2 quarters.
Toronto Dominion Bank's HealthEquity position peaked at $1K in Q2 2023.
352 funds tracked by Wall St. Rank held HealthEquity as of Q4 2023.

Based on Toronto Dominion Bank's 13F filing for Q4 2023, filed 13 Feb 2024.