MM
HQY icon

MQS Management’s HealthEquity HQY Stock Holding History

MQS 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 		– Sell
-2,869
Closed -$234K – 521
2024
Q1 		$234K Buy
+2,869
New +$224K 0.13% 339

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

MQS Management's HQY Position: Q2 2024 in Review

MQS Management sold out of HealthEquity (HQY) in Q2 2024, closing a stake of 2,869 shares — an estimated $234K sold.

MQS Management first reported a position in HQY in Q1 2024 and held it in 1 quarter. The position peaked at $234K in Q1 2024. 386 funds tracked by Wall St. Rank hold HQY as of Q2 2024.

  • MQS Management reported no remaining HealthEquity position as of Q2 2024 after selling out during the quarter.
  • MQS Management sold 2,869 HealthEquity shares in Q2 2024, an estimated $234K.
  • MQS Management first reported a position in HealthEquity in Q1 2024 and held it in 1 quarter.
  • MQS Management's HealthEquity position peaked at $234K in Q1 2024.
  • 386 funds tracked by Wall St. Rank held HealthEquity as of Q2 2024.

Based on MQS Management's 13F filing for Q2 2024, filed 12 Aug 2024.