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Beacon Pointe Advisors’s HealthEquity HQY Stock Holding History

Beacon Pointe 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
Q3 		– Sell
-4,592
Closed -$396K – 1260
2024
Q2 		$396K Sell
4,592
-80
-2% -$6.46K ﹤0.01% 957
2024
Q1 		$381K Buy
4,672
+318
+7% +$24.8K ﹤0.01% 1019
2023
Q4 		$289K Sell
4,354
-263
-6% -$18.2K ﹤0.01% 1094
2023
Q3 		$337K Buy
+4,617
New +$312K ﹤0.01% 1016
2023
Q2 		– Sell
-4,724
Closed -$277K – 1128
2023
Q1 		$277K Buy
+4,724
New +$287K ﹤0.01% 963
2022
Q2 		– Sell
-3,048
Closed -$206K – 1127
2022
Q1 		$206K Buy
+3,048
New +$165K ﹤0.01% 1118

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
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Beacon Pointe Advisors's HQY Position: Q3 2024 in Review

Beacon Pointe Advisors sold out of HealthEquity (HQY) in Q3 2024, closing a stake of 4,592 shares — an estimated $396K sold.

Beacon Pointe Advisors first reported a position in HQY in Q1 2022 and held it in 6 quarters. The position peaked at $396K in Q2 2024. 403 funds tracked by Wall St. Rank hold HQY as of Q3 2024.

  • Beacon Pointe Advisors reported no remaining HealthEquity position as of Q3 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 4,592 HealthEquity shares in Q3 2024, an estimated $396K.
  • Beacon Pointe Advisors first reported a position in HealthEquity in Q1 2022 and held it in 6 quarters.
  • Beacon Pointe Advisors's HealthEquity position peaked at $396K in Q2 2024.
  • 403 funds tracked by Wall St. Rank held HealthEquity as of Q3 2024.

Based on Beacon Pointe Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.