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ABN AMRO Investment Solutions’s HealthEquity HQY Stock Holding History

ABN AMRO Investment Solutions’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,983
Closed -$653K – 472
2024
Q3 		$653K Sell
7,983
-6,490
-45% -$501K 0.01% 349
2024
Q2 		$1.25M Sell
14,473
-3,541
-20% -$286K 0.02% 292
2024
Q1 		$1.47M Buy
18,014
+560
+3% +$43.7K 0.03% 281
2023
Q4 		$1.16M Sell
17,454
-374
-2% -$25.9K 0.02% 293
2023
Q3 		$1.3M Buy
17,828
+10,328
+138% +$698K 0.03% 279
2023
Q2 		$474K Buy
7,500
+500
+7% +$29K 0.01% 346
2023
Q1 		$411K Buy
+7,000
New +$425K 0.01% 361

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ABN AMRO Investment Solutions's HQY Position: Q4 2024 in Review

ABN AMRO Investment Solutions sold out of HealthEquity (HQY) in Q4 2024, closing a stake of 7,983 shares — an estimated $653K sold.

ABN AMRO Investment Solutions first reported a position in HQY in Q1 2023 and held it in 7 quarters. The position peaked at $1.47M in Q1 2024. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • ABN AMRO Investment Solutions reported no remaining HealthEquity position as of Q4 2024 after selling out during the quarter.
  • ABN AMRO Investment Solutions sold 7,983 HealthEquity shares in Q4 2024, an estimated $653K.
  • ABN AMRO Investment Solutions first reported a position in HealthEquity in Q1 2023 and held it in 7 quarters.
  • ABN AMRO Investment Solutions's HealthEquity position peaked at $1.47M in Q1 2024.
  • 441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on ABN AMRO Investment Solutions's 13F filing for Q4 2024, filed 4 Sep 2025.