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McGlone Suttner Wealth Management’s HealthEquity HQY Stock Holding History

McGlone Suttner Wealth 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
Q1 		– Sell
-435
Closed -$28.8K – 460
2023
Q4 		$28.8K Buy
+435
New +$30.2K 0.01% 367

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

McGlone Suttner Wealth Management's HQY Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of HealthEquity (HQY) in Q1 2024, closing a stake of 435 shares — an estimated $28.8K sold.

McGlone Suttner Wealth Management first reported a position in HQY in Q4 2023 and held it in 1 quarter. The position peaked at $28.8K in Q4 2023. 366 funds tracked by Wall St. Rank hold HQY as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining HealthEquity position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 435 HealthEquity shares in Q1 2024, an estimated $28.8K.
  • McGlone Suttner Wealth Management first reported a position in HealthEquity in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's HealthEquity position peaked at $28.8K in Q4 2023.
  • 366 funds tracked by Wall St. Rank held HealthEquity as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.