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Wipfli Financial Advisors’s HealthEquity HQY Stock Holding History

Wipfli Financial 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
2022
Q3 		$69K Buy
+1,024
New +$64.8K ﹤0.01% 920

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Wipfli Financial Advisors's HQY Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in HealthEquity (HQY) in Q3 2022: 1,024 shares worth $69K. The stake represents ﹤0.01% of the portfolio and ranks #920 among its holdings.

310 funds tracked by Wall St. Rank hold HQY as of Q3 2022.

  • Wipfli Financial Advisors held 1,024 shares of HealthEquity worth $69K as of Q3 2022.
  • HealthEquity was a new Wipfli Financial Advisors position in Q3 2022.
  • HealthEquity made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #920 holding.
  • 310 funds tracked by Wall St. Rank held HealthEquity as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.