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Raymond James Financial Services Advisors’s HealthEquity HQY Stock Holding History

Raymond James Financial Services Advisors’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 		$1.21M Sell
14,809
-5,329
-26% -$411K ﹤0.01% 2036
2024
Q2 		$1.74M Buy
20,138
+647
+3% +$52.3K ﹤0.01% 1752
2024
Q1 		$1.59M Sell
19,491
-21,616
-53% -$1.69M ﹤0.01% 1769
2023
Q4 		$2.73M Sell
41,107
-421
-1% -$29.2K ﹤0.01% 1404
2023
Q3 		$3.03M Sell
41,528
-6,080
-13% -$411K 0.01% 1273
2023
Q2 		$3.01M Buy
47,608
+3,620
+8% +$210K 0.01% 1291
2023
Q1 		$2.58M Sell
43,988
-2,417
-5% -$147K ﹤0.01% 1343
2022
Q4 		$2.86M Sell
46,405
-13,080
-22% -$879K 0.01% 1243
2022
Q3 		$4M Sell
59,485
-4,339
-7% -$275K 0.01% 1030
2022
Q2 		$3.92M Sell
63,824
-7,111
-10% -$455K 0.01% 1040
2022
Q1 		$4.78M Sell
70,935
-10,539
-13% -$569K 0.01% 1022
2021
Q4 		$3.6M Buy
81,474
+19,773
+32% +$1.15M 0.01% 1183
2021
Q3 		$4M Buy
61,701
+27,466
+80% +$1.91M 0.01% 1090
2021
Q2 		$2.75M Sell
34,235
-4,741
-12% -$361K 0.01% 1297
2021
Q1 		$2.65M Sell
38,976
-27,403
-41% -$2.15M 0.01% 1237
2020
Q4 		$4.63M Sell
66,379
-135,814
-67% -$8.45M 0.01% 862
2020
Q3 		$10.4M Sell
202,193
-30,080
-13% -$1.65M 0.03% 488
2020
Q2 		$13.6M Sell
232,273
-36,664
-14% -$2.03M 0.04% 386
2020
Q1 		$13.6M Buy
268,937
+29,073
+12% +$1.93M 0.06% 298
2019
Q4 		$17.8M Buy
239,864
+164,255
+217% +$10.2M 0.06% 343
2019
Q3 		$4.32M Buy
75,609
+8,922
+13% +$592K 0.02% 749
2019
Q2 		$4.36M Sell
66,687
-6,779
-9% -$472K 0.02% 733
2019
Q1 		$5.43M Buy
73,466
+5,592
+8% +$393K 0.02% 624
2018
Q4 		$4.05M Sell
67,874
-42,508
-39% -$3.43M 0.02% 607
2018
Q3 		$10.4M Buy
110,382
+12,528
+13% +$1.08M 0.05% 410
2018
Q2 		$7.35M Buy
97,854
+14,131
+17% +$1.02M 0.04% 475
2018
Q1 		$5.07M Sell
83,723
-1,210
-1% -$65.5K 0.03% 543
2017
Q4 		$3.96M Buy
84,933
+1,917
+2% +$94.9K 0.02% 631
2017
Q3 		$4.2M Buy
83,016
+3,132
+4% +$146K 0.03% 589
2017
Q2 		$3.98M Buy
79,884
+11,618
+17% +$543K 0.03% 588
2017
Q1 		$2.9M Buy
68,266
+16,198
+31% +$717K 0.02% 670
2016
Q4 		$2.11M Buy
+52,068
New +$2.01M 0.02% 759

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Raymond James Financial Services Advisors's HQY Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its HealthEquity (HQY) stake by 26% in Q3 2024, selling an estimated $411K and leaving 14,809 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Raymond James Financial Services Advisors first reported a position in HQY in Q4 2016 and has held it in 32 quarters since. The position peaked at $17.8M in Q4 2019. 403 funds tracked by Wall St. Rank hold HQY as of Q3 2024.

  • Raymond James Financial Services Advisors held 14,809 shares of HealthEquity worth $1.21M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 5,329 HealthEquity shares in Q3 2024, an estimated $411K.
  • HealthEquity made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2036 holding.
  • Raymond James Financial Services Advisors first reported a position in HealthEquity in Q4 2016 and has held it in 32 quarters since.
  • Raymond James Financial Services Advisors's HealthEquity position peaked at $17.8M in Q4 2019.
  • 403 funds tracked by Wall St. Rank held HealthEquity as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.