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Brown Financial Advisors’s HealthEquity HQY Stock Holding History

Brown Financial 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
-3,838
Closed -$331K – 164
2024
Q2 		$331K Buy
+3,838
New +$310K 0.15% 124

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

Brown Financial Advisors's HQY Position: Q3 2024 in Review

Brown Financial Advisors sold out of HealthEquity (HQY) in Q3 2024, closing a stake of 3,838 shares — an estimated $331K sold.

Brown Financial Advisors first reported a position in HQY in Q2 2024 and held it in 1 quarter. The position peaked at $331K in Q2 2024. 403 funds tracked by Wall St. Rank hold HQY as of Q3 2024.

  • Brown Financial Advisors reported no remaining HealthEquity position as of Q3 2024 after selling out during the quarter.
  • Brown Financial Advisors sold 3,838 HealthEquity shares in Q3 2024, an estimated $331K.
  • Brown Financial Advisors first reported a position in HealthEquity in Q2 2024 and held it in 1 quarter.
  • Brown Financial Advisors's HealthEquity position peaked at $331K in Q2 2024.
  • 403 funds tracked by Wall St. Rank held HealthEquity as of Q3 2024.

Based on Brown Financial Advisors's 13F filing for Q3 2024, filed 18 Nov 2024.