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Planning Capital Management Corporation’s HealthEquity HQY Stock Holding History

Planning Capital Management Corporation’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
Q3 		$19.2K Hold
234
– – 0.01% 304
2024
Q2 		$20.2K Hold
234
– – 0.01% 279
2024
Q1 		$19.1K Hold
234
– – 0.01% 295
2023
Q4 		$15.5K Buy
+234
New +$16.2K 0.01% 350

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

Planning Capital Management Corporation's HQY Position: Q3 2024 in Review

Planning Capital Management Corporation held its HealthEquity (HQY) position steady in Q3 2024 at 234 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #304.

Planning Capital Management Corporation first reported a position in HQY in Q4 2023 and has held it in 4 quarters since. The position peaked at $20.2K in Q2 2024. 403 funds tracked by Wall St. Rank hold HQY as of Q3 2024.

  • Planning Capital Management Corporation held 234 shares of HealthEquity worth $19.2K as of Q3 2024.
  • Planning Capital Management Corporation left its HealthEquity share count unchanged in Q3 2024.
  • HealthEquity made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #304 holding.
  • Planning Capital Management Corporation first reported a position in HealthEquity in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's HealthEquity position peaked at $20.2K in Q2 2024.
  • 403 funds tracked by Wall St. Rank held HealthEquity as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.