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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
2022
Q2 		– Sell
-32,600
Closed -$91K – 3336
2022
Q1 		$91K Buy
+32,600
New +$1.76M ﹤0.01% 3126

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.