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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