Number of Shares
87,131.00
Current Holdings Value*
$7.70 Mil
% of Portfolio
3.97%
Total Estimate Gain
$3.39 Mil
% of Total Estimate Gain
54.39%

Wasatch Global Opportunities Fund's HealthEquity Inc Holding Summary

As of 2025-03-31, WASATCH FUNDS TRUST held 87,131.00 shares of HealthEquity Inc(HQY), totaling $7.70 Mil. This investment constitutes 3.97% of their stock portfolio, and WASATCH FUNDS TRUST now holds 0.1% of the outstanding HealthEquity Inc(HQY) stock.

The initial trade took place in 2019Q3. And since then Wasatch Global Opportunities Fund has made 6 purchases of HQY, at an average price of $60.67, for a total of 102,809.00 shares. In addition, there have been 6 sales at an average price of $75.65 for 15,678.00 shares. Based on historical transaction data and HQY's current price of $96.91, Wasatch Global Opportunities Fund's estimated gain on his HQY holdings is $3.39 Mil, reflecting a 54.39% gain to date.

Wasatch Global Opportunities Fund HQY ($96.91) Holding Chart

Wasatch Global Opportunities 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 %

Top Ranked Articles

  • 1