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Sugarloaf Wealth Management’s HealthEquity HQY Stock Holding History

Sugarloaf 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
2024
Q4 		$3.07K Buy
+32
New +$2.98K ﹤0.01% 610

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sugarloaf Wealth Management's HQY Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in HealthEquity (HQY) in Q4 2024: 32 shares worth $3.07K. The stake represents ﹤0.01% of the portfolio and ranks #610 among its holdings.

441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • Sugarloaf Wealth Management held 32 shares of HealthEquity worth $3.07K as of Q4 2024.
  • HealthEquity was a new Sugarloaf Wealth Management position in Q4 2024.
  • HealthEquity made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #610 holding.
  • 441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.