Number of Shares
13,674.00
Current Holdings Value*
$1.21 Mil
% of Portfolio
4.22%
Total Estimate Gain
$387,797.33
% of Total Estimate Gain
32.38%

Wasatch U.S. Select Fund's HealthEquity Inc Holding Summary

As of 2025-03-31, WASATCH FUNDS TRUST held 13,674.00 shares of HealthEquity Inc(HQY), totaling $1.21 Mil. This investment constitutes 4.22% of their stock portfolio, and WASATCH FUNDS TRUST now holds 0.02% of the outstanding HealthEquity Inc(HQY) stock.

The initial trade took place in 2022Q2. And since then Wasatch U.S. Select Fund has made 9 purchases of HQY, at an average price of $70.88, for a total of 16,894.00 shares. In addition, there have been 1 sales at an average price of $80.80 for 3,220.00 shares. Based on historical transaction data and HQY's current price of $96.91, Wasatch U.S. Select Fund's estimated gain on his HQY holdings is $387,797.33, reflecting a 32.38% gain to date.

Wasatch U.S. Select Fund HQY ($96.91) Holding Chart

Wasatch U.S. Select 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 %

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