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Healthequity shares owned by Portside Wealth Group

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Portside Wealth Group from 13F filings

Historical chart of Portside Wealth Group investment in Healthequity

Tip: Access up to 7 years of quarterly data

All positions including Healthequity held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthequity by Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $215k 2.6k 81.63
2023-09-30 $241k 3.3k 72.16
2023-06-30 $5.2M 82k 63.14