GM Advisory »

Healthequity shares owned by GM Advisory

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

Historical chart of GM Advisory investment in Healthequity

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Healthequity by GM Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.0M 120k 66.30
2023-09-30 $2.2M 30k 73.05

More positions owned by GM Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Short Treas Bd (SHV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for GM Advisory

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