Sendero Wealth Management’s HealthEquity HQY Stock Holding History

Sendero Wealth 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
2025 Q1	–	Sell
2024 Q4	$729K	Hold
2024 Q3	$622K	Hold
2024 Q2	$655K	Hold
2024 Q1	$620K	Hold
2023 Q4	$504K	Hold
2023 Q3	$555K	Hold
2023 Q2	$480K	Buy