Institutional & Family Asset Management’s HealthEquity HQY Stock Holding History

Institutional & Family 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 Q2	$1.81K	Hold	21	–	–	﹤0.01%	588
2024 Q1	$1.71K	Hold	21	–	–	﹤0.01%	592
2023 Q4	$1.39K	Hold	21	–	–	﹤0.01%	586
2023 Q3	$1.53K	Buy	21 +6	+40%	+$405	﹤0.01%	575
2023 Q2	$947	Hold	15	–	–	﹤0.01%	634
2023 Q1	$881	Sell	15 -6	-29%	-$364	﹤0.01%	640
2022 Q4	$1.29K	Hold	21	–	–	﹤0.01%	588
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	637
2022 Q2	$1K	Buy	21 +6	+40%	+$384	﹤0.01%	655
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	695
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	720
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	838
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	891
2021 Q1	$1K	Hold	15	–	–	﹤0.01%	868
2020 Q4	$1K	Hold	15	–	–	﹤0.01%	837
2020 Q3	$1K	Sell	15 -16	-52%	-$879	﹤0.01%	790
2020 Q2	$2K	Sell	31 -5	-14%	-$276	﹤0.01%	694
2020 Q1	$2K	Hold	36	–	–	﹤0.01%	649
2019 Q4	$3K	Hold	36	–	–	﹤0.01%	663
2019 Q3	$2K	Sell	36 -1	-3%	-$66	﹤0.01%	700
2019 Q2	$2K	Hold	37	–	–	﹤0.01%	717
2019 Q1	$3K	Hold	37	–	–	﹤0.01%	657
2018 Q4	$2K	Hold	37	–	–	﹤0.01%	689
2018 Q3	$3K	Hold	37	–	–	﹤0.01%	679
2018 Q2	$3K	Hold	37	–	–	﹤0.01%	669
2018 Q1	$2K	Buy	+37	New	+$2K	﹤0.01%	716

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

Institutional & Family Asset Management's HQY Position: Q2 2024 in Review

Institutional & Family Asset Management held its HealthEquity (HQY) position steady in Q2 2024 at 21 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Institutional & Family Asset Management first reported a position in HQY in Q1 2018 and has held it in 26 quarters since. The position peaked at $3K in Q4 2019. 386 funds tracked by Wall St. Rank hold HQY as of Q2 2024.

Institutional & Family Asset Management held 21 shares of HealthEquity worth $1.81K as of Q2 2024.
Institutional & Family Asset Management left its HealthEquity share count unchanged in Q2 2024.
HealthEquity made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #588 holding.
Institutional & Family Asset Management first reported a position in HealthEquity in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's HealthEquity position peaked at $3K in Q4 2019.
386 funds tracked by Wall St. Rank held HealthEquity as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.