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Williamson Legacy Group’s HealthEquity HQY Stock Holding History

Williamson Legacy 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
Q2 		– Sell
-12,485
Closed -$1.02M – 101
2024
Q1 		$1.02M Buy
12,485
+196
+2% +$15.3K 0.79% 38
2023
Q4 		$815K Buy
+12,289
New +$852K 0.76% 43

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

Williamson Legacy Group's HQY Position: Q2 2024 in Review

Williamson Legacy Group sold out of HealthEquity (HQY) in Q2 2024, closing a stake of 12,485 shares — an estimated $1.02M sold.

Williamson Legacy Group first reported a position in HQY in Q4 2023 and held it in 2 quarters. The position peaked at $1.02M in Q1 2024. 386 funds tracked by Wall St. Rank hold HQY as of Q2 2024.

  • Williamson Legacy Group reported no remaining HealthEquity position as of Q2 2024 after selling out during the quarter.
  • Williamson Legacy Group sold 12,485 HealthEquity shares in Q2 2024, an estimated $1.02M.
  • Williamson Legacy Group first reported a position in HealthEquity in Q4 2023 and held it in 2 quarters.
  • Williamson Legacy Group's HealthEquity position peaked at $1.02M in Q1 2024.
  • 386 funds tracked by Wall St. Rank held HealthEquity as of Q2 2024.

Based on Williamson Legacy Group's 13F filing for Q2 2024, filed 14 Aug 2024.