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Tucker Asset Management’s HealthEquity HQY Stock Holding History

Tucker Asset 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
Q3 		– Sell
-2
Closed -$172 – 1559
2024
Q2 		$172 Hold
2
– – ﹤0.01% 1579
2024
Q1 		$163 Hold
2
– – ﹤0.01% 1554
2023
Q4 		$133 Sell
2
-6
-75% -$416 ﹤0.01% 1391
2023
Q3 		$584 Hold
8
– – ﹤0.01% 1241
2023
Q2 		$505 Hold
8
– – ﹤0.01% 1033
2023
Q1 		$470 Sell
8
-2
-20% -$121 ﹤0.01% 1058
2022
Q4 		$610 Hold
10
– – ﹤0.01% 689
2022
Q3 		$779 Buy
+10
New +$633 ﹤0.01% 699

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

Tucker Asset Management's HQY Position: Q3 2024 in Review

Tucker Asset Management sold out of HealthEquity (HQY) in Q3 2024, closing a stake of 2 shares — an estimated $172 sold.

Tucker Asset Management first reported a position in HQY in Q3 2022 and held it in 8 quarters. The position peaked at $779 in Q3 2022. 403 funds tracked by Wall St. Rank hold HQY as of Q3 2024.

  • Tucker Asset Management reported no remaining HealthEquity position as of Q3 2024 after selling out during the quarter.
  • Tucker Asset Management sold 2 HealthEquity shares in Q3 2024, an estimated $172.
  • Tucker Asset Management first reported a position in HealthEquity in Q3 2022 and held it in 8 quarters.
  • Tucker Asset Management's HealthEquity position peaked at $779 in Q3 2022.
  • 403 funds tracked by Wall St. Rank held HealthEquity as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.