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Baldwin Wealth Partners’s HealthEquity HQY Stock Holding History

Baldwin Wealth Partners’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
-5,130
Closed -$420K – 586
2024
Q3 		$420K Buy
+5,130
New +$396K 0.03% 217

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ClearBridge Investments
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Mackenzie Financial
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baldwin Wealth Partners's HQY Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of HealthEquity (HQY) in Q4 2024, closing a stake of 5,130 shares — an estimated $420K sold.

Baldwin Wealth Partners first reported a position in HQY in Q3 2024 and held it in 1 quarter. The position peaked at $420K in Q3 2024. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining HealthEquity position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 5,130 HealthEquity shares in Q4 2024, an estimated $420K.
  • Baldwin Wealth Partners first reported a position in HealthEquity in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's HealthEquity position peaked at $420K in Q3 2024.
  • 441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.