Ameritas Investment Partners’s HealthEquity HQY Stock Holding History

Ameritas Investment Partners’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.45M	Sell	32,970 -321	-1%	-$33.6K	0.11%	174
2025 Q1	$2.94M	Sell	33,291 -565	-2%	-$49.9K	0.1%	189
2024 Q4	$3.25M	Buy	33,856 +88	+0.3%	+$8.44K	0.11%	172
2024 Q3	$2.76M	Sell	33,768 -534	-2%	-$43.7K	0.09%	223
2024 Q2	$2.96M	Sell	34,302 -598	-2%	-$51.5K	0.1%	189
2024 Q1	$2.85M	Hold	34,900	–	–	0.1%	213
2023 Q4	$2.31M	Buy	34,900 +7,376	+27%	+$489K	0.08%	252
2023 Q3	$2.01M	Sell	27,524 -765	-3%	-$55.9K	0.08%	265
2023 Q2	$1.79M	Sell	28,289 -75	-0.3%	-$4.74K	0.07%	332
2023 Q1	$1.67M	Buy	28,364 +158	+0.6%	+$9.28K	0.07%	360
2022 Q4	$1.6M	Hold	28,206	–	–	0.06%	377
2022 Q3	$1.89M	Sell	28,206 -519	-2%	-$34.9K	0.08%	250
2022 Q2	$1.76M	Buy	28,725 +221	+0.8%	+$13.6K	0.08%	297
2022 Q1	$1.92M	Hold	28,504	–	–	0.07%	331
2021 Q4	$1.26M	Hold	28,504	–	–	0.04%	540
2021 Q3	$1.85M	Sell	28,504 -534	-2%	-$34.6K	0.07%	335
2021 Q2	$2.34M	Sell	29,038 -114	-0.4%	-$9.18K	0.08%	271
2021 Q1	$1.98M	Buy	29,152 +1,597	+6%	+$109K	0.08%	297
2020 Q4	$1.92M	Sell	27,555 -880	-3%	-$61.3K	0.09%	279
2020 Q3	$1.46M	Buy	28,435 +1,715	+6%	+$88.1K	0.07%	321
2020 Q2	$1.57M	Buy	26,720 +694	+3%	+$40.7K	0.07%	288
2020 Q1	$1.32M	Buy	26,026 +20	+0.1%	+$1.01K	0.07%	281
2019 Q4	$1.93M	Buy	26,006 +311	+1%	+$23K	0.09%	259
2019 Q3	$1.47M	Buy	25,695 +4,455	+21%	+$255K	0.07%	340
2019 Q2	$1.39M	Buy	21,240 +671	+3%	+$43.9K	0.06%	360
2019 Q1	$1.52M	Hold	20,569	–	–	0.07%	322
2018 Q4	$1.23M	Hold	20,569	–	–	0.07%	360
2018 Q3	$1.94M	Buy	20,569 +16,006	+351%	+$1.51M	0.09%	261
2018 Q2	$343K	Buy	4,563 +188	+4%	+$14.1K	0.02%	822
2018 Q1	$265K	Hold	4,375	–	–	0.01%	944
2017 Q4	$204K	Hold	4,375	–	–	0.01%	1073
2017 Q3	$187K	Hold	4,375	–	–	0.01%	1097
2017 Q2	$218K	Buy	4,375 +648	+17%	+$32.3K	0.01%	1014
2017 Q1	$158K	Buy	+3,727	New	+$158K	0.01%	1175