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Diversify Advisory Services’s HealthEquity HQY Stock Holding History

Diversify Advisory Services’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
Q2 		– Sell
-95,893
Closed -$7.83M – 682
2024
Q1 		$7.83M Buy
+95,893
New +$7.49M 0.46% 42

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
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

Diversify Advisory Services's HQY Position: Q2 2024 in Review

Diversify Advisory Services sold out of HealthEquity (HQY) in Q2 2024, closing a stake of 95,893 shares — an estimated $7.83M sold.

Diversify Advisory Services first reported a position in HQY in Q1 2024 and held it in 1 quarter. The position peaked at $7.83M in Q1 2024. 386 funds tracked by Wall St. Rank hold HQY as of Q2 2024.

  • Diversify Advisory Services reported no remaining HealthEquity position as of Q2 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 95,893 HealthEquity shares in Q2 2024, an estimated $7.83M.
  • Diversify Advisory Services first reported a position in HealthEquity in Q1 2024 and held it in 1 quarter.
  • Diversify Advisory Services's HealthEquity position peaked at $7.83M in Q1 2024.
  • 386 funds tracked by Wall St. Rank held HealthEquity as of Q2 2024.

Based on Diversify Advisory Services's 13F filing for Q2 2024, filed 12 Jul 2024.