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Healthequity shares owned by Evoke Wealth

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Evoke Wealth from 13F filings

Historical chart of Evoke Wealth investment in Healthequity

Tip: Access up to 7 years of quarterly data

All positions including Healthequity held by Evoke Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthequity by Evoke Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.5M 67k 66.30
2019-12-31 $10k 138 74.07
2019-09-30 $7.9k 138 57.14

More positions owned by Evoke Wealth

Vanguard Specialized Funds Div App Etf (VIG)
Tidal Etf Tr Rpar Risk Pari (RPAR)
Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Acwi Etf (ACWI)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Evoke Wealth

Top funds holding Healthequity

Vanguard Group
Daniel D. Thurber
ClearBridge Advisors
Jpmorgan Chase & Co
Brown Advisory Holdings Incorporated
Mackenzie Financial
William Blair Investment Management
Franklin Resources
Dimensional Fund Advisors
Arrowpoint Asset Management
Goldman Sachs Group
Allspring Global Investments Holdings
Henderson Group
Charles Schwab Investment Management
Van Berkom & Associates

View all funds holding Healthequity