Paladin Wealth’s HealthEquity HQY Stock Holding History

Paladin Wealth’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	-473	Closed	-$38.7K	–	146
2024 Q3	$38.7K	Buy	+473	New	+$36.5K	0.03%	141

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

Paladin Wealth's HQY Position: Q4 2024 in Review

Paladin Wealth sold out of HealthEquity (HQY) in Q4 2024, closing a stake of 473 shares — an estimated $38.7K sold.

Paladin Wealth first reported a position in HQY in Q3 2024 and held it in 1 quarter. The position peaked at $38.7K in Q3 2024. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

Paladin Wealth reported no remaining HealthEquity position as of Q4 2024 after selling out during the quarter.
Paladin Wealth sold 473 HealthEquity shares in Q4 2024, an estimated $38.7K.
Paladin Wealth first reported a position in HealthEquity in Q3 2024 and held it in 1 quarter.
Paladin Wealth's HealthEquity position peaked at $38.7K in Q3 2024.
441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on Paladin Wealth's 13F filing for Q4 2024, filed 29 Jan 2025.