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Riverview Trust Company’s HealthEquity HQY Stock Holding History

Riverview Trust Company’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
2025
Q1 		– Sell
-6
Closed -$576 – 706
2024
Q4 		$576 Hold
6
– – ﹤0.01% 758
2024
Q3 		$491 Buy
+6
New +$463 ﹤0.01% 797

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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

Riverview Trust Company's HQY Position: Q1 2025 in Review

Riverview Trust Company sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 6 shares — an estimated $576 sold.

Riverview Trust Company first reported a position in HQY in Q3 2024 and held it in 2 quarters. The position peaked at $576 in Q4 2024. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

  • Riverview Trust Company reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
  • Riverview Trust Company sold 6 HealthEquity shares in Q1 2025, an estimated $576.
  • Riverview Trust Company first reported a position in HealthEquity in Q3 2024 and held it in 2 quarters.
  • Riverview Trust Company's HealthEquity position peaked at $576 in Q4 2024.
  • 464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on Riverview Trust Company's 13F filing for Q1 2025, filed 11 Apr 2025.