Wanger Acorn HQY Holdings History
Number of Shares
85,343.00
Current Holdings Value*
$7.54 Mil
% of Portfolio
1.76%
Total Estimate Gain
$1.97 Mil
% of Total Estimate Gain
7.38%
Wanger Acorn's HealthEquity Inc Holding Summary
As of 2025-03-31, Wanger Acorn held 85,343.00 shares of HealthEquity Inc(HQY), totaling $7.54 Mil. This investment constitutes 1.76% of their stock portfolio, and Wanger Acorn now holds 0.1% of the outstanding HealthEquity Inc(HQY) stock.
The initial trade took place in 2019Q3. And since then Wanger Acorn has made 4 purchases of HQY, at an average price of $72.83, for a total of 365,528.00 shares. In addition, there have been 2 sales at an average price of $70.91 for 280,185.00 shares. Based on historical transaction data and HQY's current price of $102.16, Wanger Acorn's estimated gain on his HQY holdings is $1.97 Mil, reflecting a 7.38% gain to date.
Wanger Acorn HQY ($102.16) Holding Chart
Wanger Acorn 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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