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Valley National Advisers’s HealthEquity HQY Stock Holding History

Valley National Advisers’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
-20
Closed -$1K – 916
2024
Q2 		$1K Sell
20
-15
-43% -$1.21K ﹤0.01% 1050
2024
Q1 		$2K Buy
35
+10
+40% +$781 ﹤0.01% 956
2023
Q4 		$1K Buy
+25
New +$1.73K ﹤0.01% 1074

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

Valley National Advisers's HQY Position: Q3 2024 in Review

Valley National Advisers sold out of HealthEquity (HQY) in Q3 2024, closing a stake of 20 shares — an estimated $1K sold.

Valley National Advisers first reported a position in HQY in Q4 2023 and held it in 3 quarters. The position peaked at $2K in Q1 2024. 403 funds tracked by Wall St. Rank hold HQY as of Q3 2024.

  • Valley National Advisers reported no remaining HealthEquity position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 20 HealthEquity shares in Q3 2024, an estimated $1K.
  • Valley National Advisers first reported a position in HealthEquity in Q4 2023 and held it in 3 quarters.
  • Valley National Advisers's HealthEquity position peaked at $2K in Q1 2024.
  • 403 funds tracked by Wall St. Rank held HealthEquity as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.