TCOV
HQY icon

Trust Company of Vermont’s HealthEquity HQY Stock Holding History

Trust Company of Vermont’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 		– Sell
-2
Closed -$164 – 1082
2024
Q3 		$164 Buy
+2
New +$154 ﹤0.01% 1026
2018
Q4 		– Sell
-375
Closed -$35K – 1006
2018
Q3 		$35K Buy
+375
New +$32.3K ﹤0.01% 573

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Trust Company of Vermont's HQY Position: Q4 2024 in Review

Trust Company of Vermont sold out of HealthEquity (HQY) in Q4 2024, closing a stake of 2 shares — an estimated $164 sold.

Trust Company of Vermont first reported a position in HQY in Q3 2018 and held it in 2 quarters. The position peaked at $35K in Q3 2018. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • Trust Company of Vermont reported no remaining HealthEquity position as of Q4 2024 after selling out during the quarter.
  • Trust Company of Vermont sold 2 HealthEquity shares in Q4 2024, an estimated $164.
  • Trust Company of Vermont first reported a position in HealthEquity in Q3 2018 and held it in 2 quarters.
  • Trust Company of Vermont's HealthEquity position peaked at $35K in Q3 2018.
  • 441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on Trust Company of Vermont's 13F filing for Q4 2024, filed 15 Jan 2025.