Parallax Volatility Advisers
HQY icon

Parallax Volatility Advisers’s HealthEquity HQY Stock Holding History

Parallax Volatility Advisers’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
-3,523
Closed -$234K – 2056
2023
Q4 		$234K Buy
+3,523
New +$244K ﹤0.01% 1751
2019
Q3 		– Sell
-3
Closed – – 2800
2019
Q2 		$0 Buy
+3
New +$209 ﹤0.01% 3059
2018
Q4 		– Sell
-58
Closed -$5K – 3335
2018
Q3 		$5K Buy
58
+52
+867% +$4.48K ﹤0.01% 2313
2018
Q2 		$0 Buy
+6
New +$431 ﹤0.01% 2614
2018
Q1 		– Sell
-7,602
Closed -$355K – 3106
2017
Q4 		$355K Buy
+7,602
New +$376K ﹤0.01% 1790

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

Parallax Volatility Advisers's HQY Position: Q1 2024 in Review

Parallax Volatility Advisers sold out of HealthEquity (HQY) in Q1 2024, closing a stake of 3,523 shares — an estimated $234K sold.

Parallax Volatility Advisers first reported a position in HQY in Q4 2017 and held it in 5 quarters. The position peaked at $355K in Q4 2017. 366 funds tracked by Wall St. Rank hold HQY as of Q1 2024.

  • Parallax Volatility Advisers reported no remaining HealthEquity position as of Q1 2024 after selling out during the quarter.
  • Parallax Volatility Advisers sold 3,523 HealthEquity shares in Q1 2024, an estimated $234K.
  • Parallax Volatility Advisers first reported a position in HealthEquity in Q4 2017 and held it in 5 quarters.
  • Parallax Volatility Advisers's HealthEquity position peaked at $355K in Q4 2017.
  • 366 funds tracked by Wall St. Rank held HealthEquity as of Q1 2024.

Based on Parallax Volatility Advisers's 13F filing for Q1 2024, filed 15 May 2024.