CAM
HQY icon

ClariVest Asset Management’s HealthEquity HQY Stock Holding History

ClariVest Asset Management’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 		$3.64M Hold
42,233
– – 0.37% 48
2024
Q2 		$3.64M Buy
42,233
+29
+0.1% +$2.34K 0.37% 48
2024
Q1 		$3.45M Sell
42,204
-2,598
-6% -$203K 0.36% 57
2023
Q4 		$2.97M Sell
44,802
-3,820
-8% -$265K 0.16% 94
2023
Q3 		$3.55M Buy
48,622
+29
+0.1% +$1.96K 0.19% 83
2023
Q2 		$3.07M Buy
48,593
+33,481
+222% +$1.94M 0.15% 94
2023
Q1 		$887K Buy
15,112
+44
+0.3% +$2.67K 0.04% 296
2022
Q4 		$929K Buy
+15,068
New +$1.01M 0.04% 286
2021
Q3 		– Sell
-8,367
Closed -$673K – 782
2021
Q2 		$673K Sell
8,367
-2,827
-25% -$215K 0.02% 381
2021
Q1 		$762K Sell
11,194
-700
-6% -$55K 0.03% 332
2020
Q4 		$829K Sell
11,894
-16,245
-58% -$1.01M 0.03% 295
2020
Q3 		$1.45M Sell
28,139
-1,266
-4% -$69.5K 0.05% 264
2020
Q2 		$1.72M Sell
29,405
-931
-3% -$51.5K 0.05% 252
2020
Q1 		$1.53M Sell
30,336
-65,693
-68% -$4.36M 0.05% 231
2019
Q4 		$7.11M Sell
96,029
-47,993
-33% -$2.99M 0.16% 109
2019
Q3 		$8.23M Buy
144,022
+46,113
+47% +$3.06M 0.18% 116
2019
Q2 		$6.4M Buy
+97,909
New +$6.82M 0.14% 140

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WA
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Fidelity Investments
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State Street
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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