Macroview Investment Management’s HealthEquity HQY Stock Holding History

Macroview Investment 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 Q4	–	Sell	-180	Closed	-$14.7K	–	281
2024 Q3	$14.7K	Hold	180	–	–	0.01%	199
2024 Q2	$15.5K	Hold	180	–	–	0.02%	195
2024 Q1	$14.7K	Hold	180	–	–	0.02%	216
2023 Q4	$11.9K	Buy	+180	New	+$12.5K	0.01%	226
2023 Q3	–	Sell	-368	Closed	-$23.2K	–	832
2023 Q2	$23.2K	Buy	368 +123	+50%	+$7.13K	0.04%	125
2023 Q1	$14.4K	Hold	245	–	–	0.02%	156
2022 Q4	$15.1K	Hold	245	–	–	0.03%	151
2022 Q3	$16K	Hold	245	–	–	0.03%	127
2022 Q2	$15K	Hold	245	–	–	0.02%	146
2022 Q1	$17K	Hold	245	–	–	0.02%	144
2021 Q4	$11K	Buy	245 +180	+277%	+$10.5K	0.01%	241
2021 Q3	$4K	Buy	+65	New	+$4.51K	0.01%	287

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

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

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

Macroview Investment Management's HQY Position: Q4 2024 in Review

Macroview Investment Management sold out of HealthEquity (HQY) in Q4 2024, closing a stake of 180 shares — an estimated $14.7K sold.

Macroview Investment Management first reported a position in HQY in Q3 2021 and held it in 12 quarters. The position peaked at $23.2K in Q2 2023. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

Macroview Investment Management reported no remaining HealthEquity position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 180 HealthEquity shares in Q4 2024, an estimated $14.7K.
Macroview Investment Management first reported a position in HealthEquity in Q3 2021 and held it in 12 quarters.
Macroview Investment Management's HealthEquity position peaked at $23.2K in Q2 2023.
441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.