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Castleview Partners’s HealthEquity HQY Stock Holding History

Castleview Partners’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
-187
Closed -$15.3K – 597
2024
Q3 		$15.3K Buy
187
+57
+44% +$4.4K 0.01% 484
2024
Q2 		$11.2K Buy
130
+52
+67% +$4.2K 0.01% 503
2024
Q1 		$6.37K Buy
78
+32
+70% +$2.5K ﹤0.01% 589
2023
Q4 		$3.05K Buy
+46
New +$3.19K ﹤0.01% 654
2023
Q3 		– Sell
-613
Closed -$38.7K – 710
2023
Q2 		$38.7K Buy
+613
New +$35.5K 0.03% 288

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

Castleview Partners's HQY Position: Q4 2024 in Review

Castleview Partners sold out of HealthEquity (HQY) in Q4 2024, closing a stake of 187 shares — an estimated $15.3K sold.

Castleview Partners first reported a position in HQY in Q2 2023 and held it in 5 quarters. The position peaked at $38.7K in Q2 2023. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • Castleview Partners reported no remaining HealthEquity position as of Q4 2024 after selling out during the quarter.
  • Castleview Partners sold 187 HealthEquity shares in Q4 2024, an estimated $15.3K.
  • Castleview Partners first reported a position in HealthEquity in Q2 2023 and held it in 5 quarters.
  • Castleview Partners's HealthEquity position peaked at $38.7K in Q2 2023.
  • 441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on Castleview Partners's 13F filing for Q4 2024, filed 21 Jan 2025.