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Raleigh Capital Management’s HealthEquity HQY Stock Holding History

Raleigh Capital Management’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
-169
Closed -$11.2K – 1060
2023
Q4 		$11.2K Buy
169
+35
+26% +$2.43K 0.01% 563
2023
Q3 		$9.79K Buy
+134
New +$9.05K 0.01% 530

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

Raleigh Capital Management's HQY Position: Q1 2024 in Review

Raleigh Capital Management sold out of HealthEquity (HQY) in Q1 2024, closing a stake of 169 shares — an estimated $11.2K sold.

Raleigh Capital Management first reported a position in HQY in Q3 2023 and held it in 2 quarters. The position peaked at $11.2K in Q4 2023. 366 funds tracked by Wall St. Rank hold HQY as of Q1 2024.

  • Raleigh Capital Management reported no remaining HealthEquity position as of Q1 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 169 HealthEquity shares in Q1 2024, an estimated $11.2K.
  • Raleigh Capital Management first reported a position in HealthEquity in Q3 2023 and held it in 2 quarters.
  • Raleigh Capital Management's HealthEquity position peaked at $11.2K in Q4 2023.
  • 366 funds tracked by Wall St. Rank held HealthEquity as of Q1 2024.

Based on Raleigh Capital Management's 13F filing for Q1 2024, filed 13 May 2024.