Convergence Investment Partners’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,262
| Closed | -$217K | – | 274 |
|
|
2024
Q4 | $217K | Buy |
+2,262
| New | +$217K | 0.05% | 235 |
|
|
2024
Q3 | – | Sell |
-12,022
| Closed | -$1.04M | – | 263 |
|
|
2024
Q2 | $1.04M | Buy |
+12,022
| New | +$1.04M | 0.3% | 107 |
|
|
2019
Q4 | – | Sell |
-3,295
| Closed | -$188K | – | 269 |
|
|
2019
Q3 | $188K | Sell |
3,295
-21,255
| -87% | -$1.21M | 0.05% | 219 |
|
|
2019
Q2 | $1.61M | Buy |
24,550
+21,004
| +592% | +$1.37M | 0.39% | 99 |
|
|
2019
Q1 | $262K | Buy |
+3,546
| New | +$262K | 0.06% | 237 |
|