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TFO Wealth Partners’s HealthEquity HQY Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-1
Closed -$82 – 373
2024
Q1 		$82 Sell
1
-3
-75% -$234 ﹤0.01% 668
2023
Q4 		$265 Hold
4
– – ﹤0.01% 552
2023
Q3 		$253 Buy
4
+3
+300% +$203 ﹤0.01% 718
2023
Q2 		$63 Hold
1
– – ﹤0.01% 739
2023
Q1 		$59 Sell
1
-22
-96% -$1.34K ﹤0.01% 725
2022
Q4 		$1.31K Buy
+23
New +$1.55K ﹤0.01% 311

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
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

TFO Wealth Partners's HQY Position: Q2 2024 in Review

TFO Wealth Partners sold out of HealthEquity (HQY) in Q2 2024, closing a stake of 1 share — an estimated $82 sold.

TFO Wealth Partners first reported a position in HQY in Q4 2022 and held it in 6 quarters. The position peaked at $1.31K in Q4 2022. 386 funds tracked by Wall St. Rank hold HQY as of Q2 2024.

  • TFO Wealth Partners reported no remaining HealthEquity position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 HealthEquity share in Q2 2024, an estimated $82.
  • TFO Wealth Partners first reported a position in HealthEquity in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's HealthEquity position peaked at $1.31K in Q4 2022.
  • 386 funds tracked by Wall St. Rank held HealthEquity as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.