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Weiss Multi-Strategy Advisers’s HealthEquity HQY Stock Holding History

Weiss Multi-Strategy 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
2023
Q2 		– Sell
-25,000
Closed -$1.47M – 696
2023
Q1 		$1.47M Buy
+25,000
New +$1.52M 0.03% 465

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

Weiss Multi-Strategy Advisers's HQY Position: Q1 2024 in Review

Weiss Multi-Strategy Advisers sold out of HealthEquity (HQY) in Q1 2024, closing a stake of 75,190 shares — an estimated $4.99M sold.

Weiss Multi-Strategy Advisers first reported a position in HQY in Q1 2015 and held it in 6 quarters. The position peaked at $4.99M in Q4 2023. 366 funds tracked by Wall St. Rank hold HQY as of Q1 2024.

  • Weiss Multi-Strategy Advisers reported no remaining HealthEquity position as of Q1 2024 after selling out during the quarter.
  • Weiss Multi-Strategy Advisers sold 75,190 HealthEquity shares in Q1 2024, an estimated $4.99M.
  • Weiss Multi-Strategy Advisers first reported a position in HealthEquity in Q1 2015 and held it in 6 quarters.
  • Weiss Multi-Strategy Advisers's HealthEquity position peaked at $4.99M in Q4 2023.
  • 366 funds tracked by Wall St. Rank held HealthEquity as of Q1 2024.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q1 2024.