Veritable’s HealthEquity HQY Stock Holding History

Veritable’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 Q3	–	Sell	-3,620	Closed	-$222K	–	843
2022 Q2	$222K	Buy	3,620 +25	+0.7%	+$1.6K	﹤0.01%	779
2022 Q1	$242K	Buy	+3,595	New	+$194K	﹤0.01%	789
2021 Q4	–	Sell	-3,160	Closed	-$205K	–	921
2021 Q3	$205K	Buy	+3,160	New	+$219K	﹤0.01%	841

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

Veritable's HQY Position: Q3 2022 in Review

Veritable sold out of HealthEquity (HQY) in Q3 2022, closing a stake of 3,620 shares — an estimated $222K sold.

Veritable first reported a position in HQY in Q3 2021 and held it in 3 quarters. The position peaked at $242K in Q1 2022. 310 funds tracked by Wall St. Rank hold HQY as of Q3 2022.

Veritable reported no remaining HealthEquity position as of Q3 2022 after selling out during the quarter.
Veritable sold 3,620 HealthEquity shares in Q3 2022, an estimated $222K.
Veritable first reported a position in HealthEquity in Q3 2021 and held it in 3 quarters.
Veritable's HealthEquity position peaked at $242K in Q1 2022.
310 funds tracked by Wall St. Rank held HealthEquity as of Q3 2022.

Based on Veritable's 13F filing for Q3 2022, filed 14 Nov 2022.