Allianz Asset Management
HQY icon

Allianz Asset Management’s HealthEquity HQY Stock Holding History

Allianz Asset Management’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
-6,317
Closed -$517K – 2264
2024
Q3 		$517K Buy
+6,317
New +$487K ﹤0.01% 1845
2024
Q1 		– Sell
-8,600
Closed -$570K – 2144
2023
Q4 		$570K Buy
+8,600
New +$596K ﹤0.01% 1810
2020
Q1 		– Sell
-2,941
Closed -$218K – 2596
2019
Q4 		$218K Sell
2,941
-13,471
-82% -$840K ﹤0.01% 2647
2019
Q3 		$938K Sell
16,412
-3,499
-18% -$232K ﹤0.01% 2152
2019
Q2 		$1.3M Buy
19,911
+6,624
+50% +$461K ﹤0.01% 2049
2019
Q1 		$983K Sell
13,287
-68,504
-84% -$4.82M ﹤0.01% 2108
2018
Q4 		$4.88M Buy
+81,791
New +$6.59M 0.01% 1421

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

Allianz Asset Management's HQY Position: Q4 2024 in Review

Allianz Asset Management sold out of HealthEquity (HQY) in Q4 2024, closing a stake of 6,317 shares — an estimated $517K sold.

Allianz Asset Management first reported a position in HQY in Q4 2018 and held it in 7 quarters. The position peaked at $4.88M in Q4 2018. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • Allianz Asset Management reported no remaining HealthEquity position as of Q4 2024 after selling out during the quarter.
  • Allianz Asset Management sold 6,317 HealthEquity shares in Q4 2024, an estimated $517K.
  • Allianz Asset Management first reported a position in HealthEquity in Q4 2018 and held it in 7 quarters.
  • Allianz Asset Management's HealthEquity position peaked at $4.88M in Q4 2018.
  • 441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on Allianz Asset Management's 13F filing for Q4 2024, filed 3 Feb 2025.