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Glassman Wealth Services’s HealthEquity HQY Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-5
Closed -$332 – 916
2023
Q4 		$332 Hold
5
– – ﹤0.01% 1802
2023
Q3 		$365 Buy
+5
New +$338 ﹤0.01% 1796
2023
Q1 		– Sell
-3
Closed -$185 – 1936
2022
Q4 		$185 Buy
+3
New +$202 ﹤0.01% 1817
2022
Q1 		– Sell
-10
Closed – – 1766
2021
Q4 		$0 Buy
+10
New +$582 ﹤0.01% 1750
2020
Q2 		– Sell
-31
Closed -$2K – 1358
2020
Q1 		$2K Buy
+31
New +$2.06K ﹤0.01% 707
2018
Q1 		– Sell
-5
Closed – – 809
2017
Q4 		$0 Buy
+5
New +$248 ﹤0.01% 718

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

Glassman Wealth Services's HQY Position: Q1 2024 in Review

Glassman Wealth Services sold out of HealthEquity (HQY) in Q1 2024, closing a stake of 5 shares — an estimated $332 sold.

Glassman Wealth Services first reported a position in HQY in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q1 2020. 366 funds tracked by Wall St. Rank hold HQY as of Q1 2024.

  • Glassman Wealth Services reported no remaining HealthEquity position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 5 HealthEquity shares in Q1 2024, an estimated $332.
  • Glassman Wealth Services first reported a position in HealthEquity in Q4 2017 and held it in 6 quarters.
  • Glassman Wealth Services's HealthEquity position peaked at $2K in Q1 2020.
  • 366 funds tracked by Wall St. Rank held HealthEquity as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.