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Triad Wealth Partners’s HealthEquity HQY Stock Holding History

Triad 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
Q3 		– Sell
-97
Closed -$8.36K – 418
2024
Q2 		$8.36K Buy
+97
New +$7.84K ﹤0.01% 478

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

Triad Wealth Partners's HQY Position: Q3 2024 in Review

Triad Wealth Partners sold out of HealthEquity (HQY) in Q3 2024, closing a stake of 97 shares — an estimated $8.36K sold.

Triad Wealth Partners first reported a position in HQY in Q2 2024 and held it in 1 quarter. The position peaked at $8.36K in Q2 2024. 403 funds tracked by Wall St. Rank hold HQY as of Q3 2024.

  • Triad Wealth Partners reported no remaining HealthEquity position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 97 HealthEquity shares in Q3 2024, an estimated $8.36K.
  • Triad Wealth Partners first reported a position in HealthEquity in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's HealthEquity position peaked at $8.36K in Q2 2024.
  • 403 funds tracked by Wall St. Rank held HealthEquity as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.