Nuveen Asset Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $52.7M | Sell |
548,725
-54,221
| -9% | -$5.2M | 0.01% | 629 |
|
|
2024
Q3 | $49.4M | Buy |
602,946
+48,451
| +9% | +$3.97M | 0.01% | 667 |
|
|
2024
Q2 | $47.8M | Sell |
554,495
-14,583
| -3% | -$1.26M | 0.01% | 647 |
|
|
2024
Q1 | $46.4M | Sell |
569,078
-3,417
| -0.6% | -$279K | 0.01% | 666 |
|
|
2023
Q4 | $38M | Buy |
572,495
+2,938
| +0.5% | +$195K | 0.01% | 747 |
|
|
2023
Q3 | $41.6M | Sell |
569,557
-12,126
| -2% | -$886K | 0.01% | 631 |
|
|
2023
Q2 | $36.7M | Sell |
581,683
-24,770
| -4% | -$1.56M | 0.01% | 706 |
|
|
2023
Q1 | $35.6M | Buy |
606,453
+23,974
| +4% | +$1.41M | 0.01% | 711 |
|
|
2022
Q4 | $35.9M | Buy |
582,479
+76,340
| +15% | +$4.71M | 0.01% | 688 |
|
|
2022
Q3 | $34M | Sell |
506,139
-31,101
| -6% | -$2.09M | 0.01% | 699 |
|
|
2022
Q2 | $33M | Sell |
537,240
-130,160
| -20% | -$7.99M | 0.01% | 733 |
|
|
2022
Q1 | $38.6M | Sell |
667,400
-86,479
| -11% | -$5M | 0.01% | 762 |
|
|
2021
Q4 | $33.4M | Buy |
753,879
+189,790
| +34% | +$8.4M | 0.01% | 920 |
|
|
2021
Q3 | $36.5M | Buy |
564,089
+191,751
| +51% | +$12.4M | 0.01% | 858 |
|
|
2021
Q2 | $30M | Buy |
372,338
+57,544
| +18% | +$4.63M | 0.01% | 1075 |
|
|
2021
Q1 | $21.4M | Sell |
314,794
-31,310
| -9% | -$2.13M | 0.01% | 1267 |
|
|
2020
Q4 | $24.1M | Sell |
346,104
-8,244
| -2% | -$575K | 0.01% | 1132 |
|
|
2020
Q3 | $18.2M | Sell |
354,348
-1,220
| -0.3% | -$62.7K | 0.01% | 1115 |
|
|
2020
Q2 | $20.9M | Sell |
355,568
-40,339
| -10% | -$2.37M | 0.01% | 1019 |
|
|
2020
Q1 | $20M | Buy |
395,907
+12,124
| +3% | +$613K | 0.01% | 900 |
|
|
2019
Q4 | $28.4M | Sell |
383,783
-35,447
| -8% | -$2.63M | 0.01% | 970 |
|
|
2019
Q3 | $24M | Sell |
419,230
-47,897
| -10% | -$2.74M | 0.01% | 1037 |
|
|
2019
Q2 | $30.6M | Buy |
+467,127
| New | +$30.6M | 0.01% | 931 |
|
|
2019
Q1 | – | Sell |
-85,985
| Closed | -$5.13M | – | 1045 |
|
|
2018
Q4 | $5.13M | Buy |
85,985
+54
| +0.1% | +$3.22K | 0.03% | 485 |
|
|
2018
Q3 | $8.11M | Sell |
85,931
-47,086
| -35% | -$4.45M | 0.04% | 465 |
|
|
2018
Q2 | $9.99M | Sell |
133,017
-23,210
| -15% | -$1.74M | 0.06% | 388 |
|
|
2018
Q1 | $9.46M | Sell |
156,227
-31,780
| -17% | -$1.92M | 0.06% | 396 |
|
|
2017
Q4 | $8.77M | Sell |
188,007
-12,972
| -6% | -$605K | 0.06% | 407 |
|
|
2017
Q3 | $10.2M | Sell |
200,979
-435
| -0.2% | -$22K | 0.07% | 390 |
|
|
2017
Q2 | $10M | Buy |
201,414
+50,957
| +34% | +$2.54M | 0.06% | 409 |
|
|
2017
Q1 | $6.39M | Buy |
+150,457
| New | +$6.39M | 0.04% | 488 |
|