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 Q1	–	Sell	-19,000	Closed	-$150K	–	3385
2021 Q4	$150K	Buy	+19,000	New	+$1.11M	﹤0.01%	3063
2021 Q2	–	Sell	-33,600	Closed	-$195K	–	3344
2021 Q1	$195K	Buy	+33,600	New	+$2.64M	﹤0.01%	2911
2020 Q4	–	Sell	-27,400	Closed	-$134K	–	3022
2020 Q3	$134K	Buy	+27,400	New	+$1.51M	﹤0.01%	2637

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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.