Utah Focus Fund HQY Holdings History

Number of Shares
1,070.00
Current Holdings Value*
$78,160.00
% of Portfolio
4.16%
Total Estimate Gain
$40,268.70
% of Total Estimate Gain
63.49%

Utah Focus Fund's HealthEquity Inc Holding Summary

As of 2023-09-30, Utah Focus Fund held 1,070.00 shares of HealthEquity Inc(HQY), totaling $78,160.00. This investment constitutes 4.16% of their stock portfolio, and Utah Focus Fund now holds 0% of the outstanding HealthEquity Inc(HQY) stock.

The initial trade took place in 2023Q1. And since then Utah Focus Fund has made 1 purchases of HQY, at an average price of $59.28, for a total of 1,070.00 shares. Based on historical transaction data and HQY's current price of $96.91, Utah Focus Fund's estimated gain on his HQY holdings is $40,268.70, reflecting a 63.49% gain to date.

Utah Focus Fund HQY ($96.91) Holding Chart

Utah Focus Fund HQY ($96.91) 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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