Whittier Trust’s HealthEquity HQY Stock Holding History

Whittier Trust’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	-30	Closed	-$2K	–	1717
2022 Q1	$2K	Buy	+30	New	+$1.62K	﹤0.01%	1583

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

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

Whittier Trust's HQY Position: Q2 2022 in Review

Whittier Trust sold out of HealthEquity (HQY) in Q2 2022, closing a stake of 30 shares — an estimated $2K sold.

Whittier Trust first reported a position in HQY in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 307 funds tracked by Wall St. Rank hold HQY as of Q2 2022.

Whittier Trust reported no remaining HealthEquity position as of Q2 2022 after selling out during the quarter.
Whittier Trust sold 30 HealthEquity shares in Q2 2022, an estimated $2K.
Whittier Trust first reported a position in HealthEquity in Q1 2022 and held it in 1 quarter.
Whittier Trust's HealthEquity position peaked at $2K in Q1 2022.
307 funds tracked by Wall St. Rank held HealthEquity as of Q2 2022.

Based on Whittier Trust's 13F filing for Q2 2022, filed 28 Jul 2022.