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Financial Gravity Asset Management’s HealthEquity HQY Stock Holding History

Financial Gravity Asset Management’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
Q1 		– Hold
0
– – – 1841
2019
Q4 		– Sell
-7
Closed – – 1529
2019
Q3 		$0 Sell
7
-4
-36% -$265 ﹤0.01% 1353
2019
Q2 		$1K Sell
11
-600
-98% -$41.8K ﹤0.01% 1058
2019
Q1 		$45K Buy
+611
New +$43K 0.04% 335

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

Financial Gravity Asset Management's HQY Position: Q1 2024 in Review

Financial Gravity Asset Management held its HealthEquity (HQY) position steady in Q1 2024 at 0 shares worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

Financial Gravity Asset Management first reported a position in HQY in Q1 2019 and has held it in 3 quarters since. The position peaked at $45K in Q1 2019. 366 funds tracked by Wall St. Rank hold HQY as of Q1 2024.

  • Financial Gravity Asset Management held 0 shares of HealthEquity worth $41 as of Q1 2024.
  • Financial Gravity Asset Management left its HealthEquity share count unchanged in Q1 2024.
  • HealthEquity made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1841 holding.
  • Financial Gravity Asset Management first reported a position in HealthEquity in Q1 2019 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's HealthEquity position peaked at $45K in Q1 2019.
  • 366 funds tracked by Wall St. Rank held HealthEquity as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.