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VisionPoint Advisory Group’s HealthEquity HQY Stock Holding History

VisionPoint Advisory Group’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
-530
Closed -$45.7K – 476
2024
Q2 		$45.7K Buy
530
+36
+7% +$2.91K 0.02% 277
2024
Q1 		$40.3K Sell
494
-32
-6% -$2.5K 0.01% 294
2023
Q4 		$34.9K Buy
526
+81
+18% +$5.62K 0.01% 298
2023
Q3 		$32.5K Buy
445
+111
+33% +$7.5K 0.01% 291
2023
Q2 		$21.1K Buy
+334
New +$19.4K 0.01% 278

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

VisionPoint Advisory Group's HQY Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of HealthEquity (HQY) in Q3 2024, closing a stake of 530 shares — an estimated $45.7K sold.

VisionPoint Advisory Group first reported a position in HQY in Q2 2023 and held it in 5 quarters. The position peaked at $45.7K in Q2 2024. 403 funds tracked by Wall St. Rank hold HQY as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining HealthEquity position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 530 HealthEquity shares in Q3 2024, an estimated $45.7K.
  • VisionPoint Advisory Group first reported a position in HealthEquity in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's HealthEquity position peaked at $45.7K in Q2 2024.
  • 403 funds tracked by Wall St. Rank held HealthEquity as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.