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Capital Performance Advisors’s HealthEquity HQY Stock Holding History

Capital Performance 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
Q4 		– Sell
-19
Closed -$1.55K – 1271
2024
Q3 		$1.55K Buy
+19
New +$1.47K ﹤0.01% 1684

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

Capital Performance Advisors's HQY Position: Q4 2024 in Review

Capital Performance Advisors sold out of HealthEquity (HQY) in Q4 2024, closing a stake of 19 shares — an estimated $1.55K sold.

Capital Performance Advisors first reported a position in HQY in Q3 2024 and held it in 1 quarter. The position peaked at $1.55K in Q3 2024. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • Capital Performance Advisors reported no remaining HealthEquity position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 19 HealthEquity shares in Q4 2024, an estimated $1.55K.
  • Capital Performance Advisors first reported a position in HealthEquity in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's HealthEquity position peaked at $1.55K in Q3 2024.
  • 441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.