Brown Advisory Sustainable Small-Cap Core Fund HQY Holdings History
Brown Advisory Sustainable Small-Cap Core Fund's HealthEquity Inc Holding Summary
As of 2025-03-31, Brown Advisory Funds held 22,347.00 shares of HealthEquity Inc(HQY), totaling $1.97 Mil. This investment constitutes 2.12% of their stock portfolio, and Brown Advisory Funds now holds 0.03% of the outstanding HealthEquity Inc(HQY) stock.
The initial trade took place in 2021Q4. And since then Brown Advisory Sustainable Small-Cap Core Fund has made 10 purchases of HQY, at an average price of $67.33, for a total of 24,459.00 shares. In addition, there have been 3 sales at an average price of $67.96 for 2,112.00 shares. Based on historical transaction data and HQY's current price of $97.23, Brown Advisory Sustainable Small-Cap Core Fund's estimated gain on his HQY holdings is $669,461.77, reflecting a 40.65% gain to date.
Brown Advisory Sustainable Small-Cap Core Fund HQY ($97.23) Holding Chart
Brown Advisory Sustainable Small-Cap Core Fund HQY ($97.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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