Innealta Capital’s HealthEquity HQY Stock Holding History

Innealta Capital’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 Q3	–	Sell	-37	Closed	-$3.19K	–	841
2024 Q2	$3.19K	Buy	+37	New	+$2.99K	﹤0.01%	974

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Innealta Capital's HQY Position: Q3 2024 in Review

Innealta Capital sold out of HealthEquity (HQY) in Q3 2024, closing a stake of 37 shares — an estimated $3.19K sold.

Innealta Capital first reported a position in HQY in Q2 2024 and held it in 1 quarter. The position peaked at $3.19K in Q2 2024. 403 funds tracked by Wall St. Rank hold HQY as of Q3 2024.

Innealta Capital reported no remaining HealthEquity position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 37 HealthEquity shares in Q3 2024, an estimated $3.19K.
Innealta Capital first reported a position in HealthEquity in Q2 2024 and held it in 1 quarter.
Innealta Capital's HealthEquity position peaked at $3.19K in Q2 2024.
403 funds tracked by Wall St. Rank held HealthEquity as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.