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AlphaMark Advisors’s HealthEquity HQY Stock Holding History

AlphaMark Advisors’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
-4,570
Closed -$374K – 664
2024
Q3 		$374K Buy
4,570
+722
+19% +$55.7K 0.13% 99
2024
Q2 		$332K Sell
3,848
-744
-16% -$60.1K 0.12% 123
2024
Q1 		$375K Buy
+4,592
New +$359K 0.13% 98

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

AlphaMark Advisors's HQY Position: Q4 2024 in Review

AlphaMark Advisors sold out of HealthEquity (HQY) in Q4 2024, closing a stake of 4,570 shares — an estimated $374K sold.

AlphaMark Advisors first reported a position in HQY in Q1 2024 and held it in 3 quarters. The position peaked at $375K in Q1 2024. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • AlphaMark Advisors reported no remaining HealthEquity position as of Q4 2024 after selling out during the quarter.
  • AlphaMark Advisors sold 4,570 HealthEquity shares in Q4 2024, an estimated $374K.
  • AlphaMark Advisors first reported a position in HealthEquity in Q1 2024 and held it in 3 quarters.
  • AlphaMark Advisors's HealthEquity position peaked at $375K in Q1 2024.
  • 441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.