ClariVest Asset Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.64M | Hold |
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|
2024
Q2 | $3.64M | Buy |
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|
2024
Q1 | $3.45M | Sell |
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|
2023
Q4 | $2.97M | Sell |
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|
2023
Q3 | $3.55M | Buy |
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|
2023
Q2 | $3.07M | Buy |
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|
2023
Q1 | $887K | Buy |
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|
2022
Q4 | $929K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $673K | Sell |
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|
2021
Q1 | $762K | Sell |
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|
2020
Q4 | $829K | Sell |
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|
2020
Q3 | $1.45M | Sell |
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|
2020
Q2 | $1.72M | Sell |
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|
2020
Q1 | $1.53M | Sell |
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|
2019
Q4 | $7.11M | Sell |
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|
2019
Q3 | $8.23M | Buy |
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|
2019
Q2 | $6.4M | Buy |
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