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LGT Financial Advisors’s HealthEquity HQY Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-75
Closed -$7.2K – 500
2024
Q4 		$7.2K Buy
75
+14
+23% +$1.3K 0.02% 493
2024
Q3 		$4.99K Hold
61
– – 0.01% 534
2024
Q2 		$5.26K Hold
61
– – 0.01% 585
2024
Q1 		$4.98K Hold
61
– – 0.01% 628
2023
Q4 		$4.04K Sell
61
-6
-9% -$416 ﹤0.01% 674
2023
Q3 		$4.89K Buy
+67
New +$4.53K 0.01% 625

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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

LGT Financial Advisors's HQY Position: Q1 2025 in Review

LGT Financial Advisors sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 75 shares — an estimated $7.2K sold.

LGT Financial Advisors first reported a position in HQY in Q3 2023 and held it in 6 quarters. The position peaked at $7.2K in Q4 2024. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

  • LGT Financial Advisors reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 75 HealthEquity shares in Q1 2025, an estimated $7.2K.
  • LGT Financial Advisors first reported a position in HealthEquity in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's HealthEquity position peaked at $7.2K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.