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New Wave Wealth Advisors’s HealthEquity HQY Stock Holding History

New Wave Wealth 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
-150
Closed -$14.4K – 369
2024
Q4 		$14.4K Buy
+150
New +$14K 0.01% 302

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

New Wave Wealth Advisors's HQY Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 150 shares — an estimated $14.4K sold.

New Wave Wealth Advisors first reported a position in HQY in Q4 2024 and held it in 1 quarter. The position peaked at $14.4K in Q4 2024. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 150 HealthEquity shares in Q1 2025, an estimated $14.4K.
  • New Wave Wealth Advisors first reported a position in HealthEquity in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's HealthEquity position peaked at $14.4K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.