GTS Securities’s HealthEquity HQY Stock Holding History

GTS Securities’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	-2,493	Closed	-$239K	–	1385
2024 Q4	$239K	Buy	+2,493	New	+$232K	0.01%	1010

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

GTS Securities's HQY Position: Q1 2025 in Review

GTS Securities sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 2,493 shares — an estimated $239K sold.

GTS Securities first reported a position in HQY in Q4 2024 and held it in 1 quarter. The position peaked at $239K in Q4 2024. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

GTS Securities reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
GTS Securities sold 2,493 HealthEquity shares in Q1 2025, an estimated $239K.
GTS Securities first reported a position in HealthEquity in Q4 2024 and held it in 1 quarter.
GTS Securities's HealthEquity position peaked at $239K in Q4 2024.
464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on GTS Securities's 13F filing for Q1 2025, filed 15 May 2025.