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Healthequity shares owned by Brown Financial Advisors

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Brown Financial Advisors from 13F filings

Historical chart of Brown Financial Advisors investment in Healthequity

Tip: Access up to 7 years of quarterly data

All positions including Healthequity held by Brown Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthequity by Brown Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $331k 3.8k 86.20

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Spdr Ser Tr Portfolio S&p500 (SPLG)
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Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Powershares Actively Managed Ultra Shrt Dur (GSY)

View all positions for Brown Financial Advisors

Top funds holding Healthequity

BlackRock
Vanguard Group
Daniel D. Thurber
FMR
State Street Corporation
ClearBridge Advisors
Mackenzie Financial
Geode Capital Management
Brown Advisory Holdings Incorporated
Franklin Resources
Invesco
Dimensional Fund Advisors
Jpmorgan Chase & Co
Stephens Investment Management Group
Allspring Global Investments Holdings

View all funds holding Healthequity