Virtus KAR Small-Mid Cap Growth Fund HQY Holdings History
Virtus KAR Small-Mid Cap Growth Fund's HealthEquity Inc Holding Summary
As of 2025-03-31, VIRTUS EQUITY TRUST held 3,530.00 shares of HealthEquity Inc(HQY), totaling $311,950.00. This investment constitutes 4.33% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0% of the outstanding HealthEquity Inc(HQY) stock.
The initial trade took place in 2020Q4. And since then Virtus KAR Small-Mid Cap Growth Fund has made 9 purchases of HQY, at an average price of $65.11, for a total of 6,304.00 shares. In addition, there have been 6 sales at an average price of $76.25 for 2,774.00 shares. Based on historical transaction data and HQY's current price of $99.98, Virtus KAR Small-Mid Cap Growth Fund's estimated gain on his HQY holdings is $153,999.52, reflecting a 37.52% gain to date.
Virtus KAR Small-Mid Cap Growth Fund HQY ($99.98) Holding Chart
Virtus KAR Small-Mid Cap Growth Fund HQY ($99.98) 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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