Small Cap Dynamic Growth Fund HQY Holdings History
Small Cap Dynamic Growth Fund's HealthEquity Inc Holding Summary
As of 2025-02-28, Small Cap Dynamic Growth Fund held 56,449.00 shares of HealthEquity Inc(HQY), totaling $6.20 Mil. This investment constitutes 2.6% of their stock portfolio, and Small Cap Dynamic Growth Fund now holds 0.07% of the outstanding HealthEquity Inc(HQY) stock.
The initial trade took place in 2025Q1. And since then Small Cap Dynamic Growth Fund has made 1 purchases of HQY, at an average price of $103.42, for a total of 56,449.00 shares. Based on historical transaction data and HQY's current price of $102.16, Small Cap Dynamic Growth Fund's estimated gain on his HQY holdings is $-71,125.74, reflecting a -1.22% gain to date.
Small Cap Dynamic Growth Fund HQY ($102.16) Holding Chart
Small Cap Dynamic Growth Fund HQY ($102.16) 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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