AE Wealth Management’s HealthEquity HQY Stock Holding History

AE Wealth Management’s Portfolio HQY Stock Details HQY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$207K	Buy
2023 Q3	–	Sell
2023 Q2	$565K	Buy
2020 Q2	–	Sell
2020 Q1	$232K	Buy
2019 Q4	$327K	Sell
2019 Q3	$305K	Sell
2019 Q2	$451K	Buy
2019 Q1	$311K	Buy