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Edgestream Partners’s HealthEquity HQY Stock Holding History

Edgestream Partners’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
Q4 		– Sell
-15,008
Closed -$1.23M – 951
2024
Q3 		$1.23M Buy
+15,008
New +$1.16M 0.05% 525
2024
Q2 		– Sell
-10,025
Closed -$818K – 927
2024
Q1 		$818K Buy
10,025
+2,299
+30% +$180K 0.04% 547
2023
Q4 		$512K Buy
+7,726
New +$536K 0.04% 608

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edgestream Partners's HQY Position: Q4 2024 in Review

Edgestream Partners sold out of HealthEquity (HQY) in Q4 2024, closing a stake of 15,008 shares — an estimated $1.23M sold.

Edgestream Partners first reported a position in HQY in Q4 2023 and held it in 3 quarters. The position peaked at $1.23M in Q3 2024. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • Edgestream Partners reported no remaining HealthEquity position as of Q4 2024 after selling out during the quarter.
  • Edgestream Partners sold 15,008 HealthEquity shares in Q4 2024, an estimated $1.23M.
  • Edgestream Partners first reported a position in HealthEquity in Q4 2023 and held it in 3 quarters.
  • Edgestream Partners's HealthEquity position peaked at $1.23M in Q3 2024.
  • 441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on Edgestream Partners's 13F filing for Q4 2024, filed 7 Feb 2025.