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KLR Investment Advisors’s HealthEquity HQY Stock Holding History

KLR Investment Advisors’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 		$440K Sell
5,422
-492
-8% -$38.4K 0.32% 84
2023
Q4 		$392K Buy
5,914
+241
+4% +$16.7K 0.28% 107
2023
Q3 		$333K Sell
5,673
-154
-3% -$10.4K 0.3% 109
2023
Q2 		$368K Sell
5,827
-141
-2% -$8.18K 0.3% 110
2023
Q1 		$350K Sell
5,968
-260
-4% -$15.8K 0.31% 108
2022
Q4 		$384K Buy
+6,228
New +$419K 0.32% 92

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

KLR Investment Advisors's HQY Position: Q1 2024 in Review

KLR Investment Advisors reduced its HealthEquity (HQY) stake by 8.3% in Q1 2024, selling an estimated $38.4K and leaving 5,422 shares worth $440K. The position accounts for 0.32% of the portfolio, ranked #84.

KLR Investment Advisors first reported a position in HQY in Q4 2022 and has held it in 6 quarters since. 366 funds tracked by Wall St. Rank hold HQY as of Q1 2024.

  • KLR Investment Advisors held 5,422 shares of HealthEquity worth $440K as of Q1 2024.
  • KLR Investment Advisors sold 492 HealthEquity shares in Q1 2024, an estimated $38.4K.
  • HealthEquity made up 0.32% of KLR Investment Advisors's portfolio in Q1 2024, its #84 holding.
  • KLR Investment Advisors first reported a position in HealthEquity in Q4 2022 and has held it in 6 quarters since.
  • 366 funds tracked by Wall St. Rank held HealthEquity as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.