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WR Wealth Planners’s HealthEquity HQY Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-150
Closed -$12.3K – 1144
2024
Q3 		$12.3K Hold
150
– – ﹤0.01% 597
2024
Q2 		$12.9K Hold
150
– – ﹤0.01% 538
2024
Q1 		$12.2K Buy
+150
New +$11.7K ﹤0.01% 559
2023
Q4 		– Sell
-150
Closed -$11K – 483
2023
Q3 		$11K Hold
150
– – ﹤0.01% 539
2023
Q2 		$9.47K Hold
150
– – ﹤0.01% 589
2023
Q1 		$8.81K Buy
+150
New +$9.11K ﹤0.01% 585

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's HQY Position: Q4 2024 in Review

WR Wealth Planners sold out of HealthEquity (HQY) in Q4 2024, closing a stake of 150 shares — an estimated $12.3K sold.

WR Wealth Planners first reported a position in HQY in Q1 2023 and held it in 6 quarters. The position peaked at $12.9K in Q2 2024. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • WR Wealth Planners reported no remaining HealthEquity position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 150 HealthEquity shares in Q4 2024, an estimated $12.3K.
  • WR Wealth Planners first reported a position in HealthEquity in Q1 2023 and held it in 6 quarters.
  • WR Wealth Planners's HealthEquity position peaked at $12.9K in Q2 2024.
  • 441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.