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Healthequity shares owned by Sage Private Wealth Group

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

Historical chart of Sage Private Wealth Group investment in Healthequity

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

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Quarterly reported holdings in Healthequity by Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2022-09-30 $12k 175 68.57
2022-06-30 $11k 175 62.86
2022-03-31 $12k 175 68.57
2021-12-31 $7.0k 175 40.00
2021-09-30 $11k 175 62.86
2021-06-30 $14k 175 80.00
2021-03-31 $12k 175 68.57
2020-12-31 $12k 175 68.57