Healthequity shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Healthequity
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All positions including Healthequity held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $303k | 4.1k | 73.05 |
2023-06-30 | $269k | 4.3k | 63.14 |
2023-03-31 | $301k | 5.1k | 58.71 |
2022-12-31 | $282k | 4.6k | 61.64 |
2022-09-30 | $303k | 4.5k | 67.21 |
2022-06-30 | $244k | 4.0k | 61.31 |
2022-03-31 | $294k | 4.4k | 67.49 |
2021-09-30 | $213k | 3.3k | 64.78 |
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