Number of Shares
6,705.00
Current Holdings Value*
$592,520.00
% of Portfolio
4.2%
Total Estimate Gain
$194,198.34
% of Total Estimate Gain
24.27%

Wasatch Global Select Fund's HealthEquity Inc Holding Summary

As of 2025-03-31, WASATCH FUNDS TRUST held 6,705.00 shares of HealthEquity Inc(HQY), totaling $592,520.00. This investment constitutes 4.2% of their stock portfolio, and WASATCH FUNDS TRUST now holds 0.01% of the outstanding HealthEquity Inc(HQY) stock.

The initial trade took place in 2021Q1. And since then Wasatch Global Select Fund has made 4 purchases of HQY, at an average price of $74.14, for a total of 10,791.00 shares. In addition, there have been 8 sales at an average price of $75.69 for 4,086.00 shares. Based on historical transaction data and HQY's current price of $102.16, Wasatch Global Select Fund's estimated gain on his HQY holdings is $194,198.34, reflecting a 24.27% gain to date.

Wasatch Global Select Fund HQY ($102.16) Holding Chart

Wasatch Global Select Fund 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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