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Coppell Advisory Solutions’s HealthEquity HQY Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-232
Closed -$22.5K – 1001
2024
Q4 		$22.5K Hold
232
– – ﹤0.01% 831
2024
Q3 		$18.5K Hold
232
– – ﹤0.01% 902
2024
Q2 		$20K Buy
+232
New +$18.7K ﹤0.01% 782
2023
Q4 		$13.9K Buy
+209
New +$14.5K ﹤0.01% 850
2023
Q3 		– Sell
-765
Closed -$47.7K – 1340
2023
Q2 		$47.7K Buy
+765
New +$44.4K 0.01% 382

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Coppell Advisory Solutions's HQY Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 232 shares — an estimated $22.5K sold.

Coppell Advisory Solutions first reported a position in HQY in Q2 2023 and held it in 5 quarters. The position peaked at $47.7K in Q2 2023. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 232 HealthEquity shares in Q1 2025, an estimated $22.5K.
  • Coppell Advisory Solutions first reported a position in HealthEquity in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's HealthEquity position peaked at $47.7K in Q2 2023.
  • 464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.