BFEC
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Benjamin F. Edwards & Company’s HealthEquity HQY Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$54K Sell
623
-35
-5% -$2.83K ﹤0.01% 1309
2024
Q1 		$53K Sell
658
-15
-2% -$1.17K ﹤0.01% 1274
2023
Q4 		$45K Buy
673
+118
+21% +$8.18K ﹤0.01% 1279
2023
Q3 		$41K Sell
555
-400
-42% -$27K ﹤0.01% 1114
2023
Q2 		$60K Hold
955
– – ﹤0.01% 1041
2023
Q1 		$56K Hold
955
– – ﹤0.01% 1060
2022
Q4 		$59K Sell
955
-94
-9% -$6.32K ﹤0.01% 1037
2022
Q3 		$70K Buy
1,049
+250
+31% +$15.8K ﹤0.01% 963
2022
Q2 		$49K Hold
799
– – ﹤0.01% 1043
2022
Q1 		$54K Sell
799
-645
-45% -$34.8K ﹤0.01% 1008
2021
Q4 		$64K Sell
1,444
-1,883
-57% -$110K ﹤0.01% 985
2021
Q3 		$215K Sell
3,327
-20
-0.6% -$1.39K 0.01% 637
2021
Q2 		$269K Sell
3,347
-697
-17% -$53.1K 0.01% 584
2021
Q1 		$275K Sell
4,044
-179
-4% -$14.1K 0.01% 595
2020
Q4 		$294K Sell
4,223
-1,945
-32% -$121K 0.02% 545
2020
Q3 		$317K Buy
6,168
+1,508
+32% +$82.8K 0.02% 489
2020
Q2 		$273K Buy
4,660
+2,443
+110% +$135K 0.02% 502
2020
Q1 		$112K Sell
2,217
-105
-5% -$6.97K 0.01% 659
2019
Q4 		$172K Sell
2,322
-358
-13% -$22.3K 0.01% 636
2019
Q3 		$153K Buy
2,680
+850
+46% +$56.4K 0.01% 629
2019
Q2 		$120K Buy
1,830
+1,630
+815% +$113K 0.01% 655
2019
Q1 		$15K Hold
200
– – ﹤0.01% 1212
2018
Q4 		$12K Buy
+200
New +$16.1K ﹤0.01% 1234

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Benjamin F. Edwards & Company's HQY Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its HealthEquity (HQY) stake by 5.3% in Q2 2024, selling an estimated $2.83K and leaving 623 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Benjamin F. Edwards & Company first reported a position in HQY in Q4 2018 and has held it in 23 quarters since. The position peaked at $317K in Q3 2020. 386 funds tracked by Wall St. Rank hold HQY as of Q2 2024.

  • Benjamin F. Edwards & Company held 623 shares of HealthEquity worth $54K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 35 HealthEquity shares in Q2 2024, an estimated $2.83K.
  • HealthEquity made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1309 holding.
  • Benjamin F. Edwards & Company first reported a position in HealthEquity in Q4 2018 and has held it in 23 quarters since.
  • Benjamin F. Edwards & Company's HealthEquity position peaked at $317K in Q3 2020.
  • 386 funds tracked by Wall St. Rank held HealthEquity as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.