Bank of Nova Scotia
HQY icon

Bank of Nova Scotia’s HealthEquity HQY Stock Holding History

Bank of Nova Scotia’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
-6,265
Closed -$513K – 1081
2024
Q3 		$513K Buy
6,265
+1,812
+41% +$140K ﹤0.01% 832
2024
Q2 		$384K Buy
4,453
+462
+12% +$37.3K ﹤0.01% 869
2024
Q1 		$326K Sell
3,991
-1,922
-33% -$150K ﹤0.01% 914
2023
Q4 		$392K Sell
5,913
-560
-9% -$38.8K ﹤0.01% 901
2023
Q3 		$473K Sell
6,473
-2,802
-30% -$189K ﹤0.01% 799
2023
Q2 		$586K Buy
9,275
+1,142
+14% +$66.2K ﹤0.01% 769
2023
Q1 		$477K Buy
8,133
+2,906
+56% +$176K ﹤0.01% 856
2022
Q4 		$322K Sell
5,227
-7,319
-58% -$492K ﹤0.01% 995
2022
Q3 		$842K Buy
12,546
+1,404
+13% +$88.9K ﹤0.01% 827
2022
Q2 		$684K Sell
11,142
-1,512
-12% -$96.8K ﹤0.01% 948
2022
Q1 		$853K Buy
+12,654
New +$683K ﹤0.01% 939

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

Bank of Nova Scotia's HQY Position: Q4 2024 in Review

Bank of Nova Scotia sold out of HealthEquity (HQY) in Q4 2024, closing a stake of 6,265 shares — an estimated $513K sold.

Bank of Nova Scotia first reported a position in HQY in Q1 2022 and held it in 11 quarters. The position peaked at $853K in Q1 2022. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • Bank of Nova Scotia reported no remaining HealthEquity position as of Q4 2024 after selling out during the quarter.
  • Bank of Nova Scotia sold 6,265 HealthEquity shares in Q4 2024, an estimated $513K.
  • Bank of Nova Scotia first reported a position in HealthEquity in Q1 2022 and held it in 11 quarters.
  • Bank of Nova Scotia's HealthEquity position peaked at $853K in Q1 2022.
  • 441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on Bank of Nova Scotia's 13F filing for Q4 2024, filed 13 Feb 2025.