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Healthequity shares owned by Raymond James Financial Services Advisors

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Raymond James Financial Services Advisors from 13F filings

Historical chart of Raymond James Financial Services Advisors investment in Healthequity

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All positions including Healthequity held by Raymond James Financial Services Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthequity by Raymond James Financial Services Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 15k 81.85
2024-06-30 $1.7M 20k 86.20
2024-03-31 $1.6M 20k 81.63
2023-12-31 $2.7M 41k 66.30
2023-09-30 $3.0M 42k 73.05
2023-06-30 $3.0M 48k 63.14
2023-03-31 $2.6M 44k 58.71
2022-12-31 $2.9M 46k 61.64
2022-09-30 $4.0M 60k 67.18
2022-06-30 $3.9M 64k 61.39
2022-03-31 $7.0M 104k 67.44
2021-12-31 $4.4M 101k 44.24
2021-09-30 $4.0M 62k 64.76
2021-06-30 $2.8M 34k 80.47
2021-03-31 $4.9M 73k 67.99
2020-12-31 $4.6M 66k 69.71
2020-09-30 $12M 230k 51.37
2020-06-30 $14M 232k 58.67
2020-03-31 $14M 269k 50.59
2019-12-31 $18M 240k 74.07
2019-09-30 $4.3M 76k 57.15
2019-06-30 $4.4M 67k 65.40
2019-03-31 $5.4M 74k 73.98
2018-12-31 $4.0M 68k 59.65
2018-09-30 $10M 110k 94.41
2018-06-30 $7.3M 98k 75.10
2018-03-31 $5.1M 84k 60.54
2017-12-31 $4.0M 85k 46.66
2017-09-30 $4.2M 83k 50.58
2017-06-30 $4.0M 80k 49.83
2017-03-31 $2.9M 68k 42.45
2016-12-31 $2.1M 52k 40.52
2016-03-31 $277k 11k 24.63

More positions owned by Raymond James Financial Services Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Value Etf (VTV)
Broadcom (AVGO)
Vanguard Index Fds Total Stk Mkt (VTI)
Home Depot (HD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)

View all positions for Raymond James Financial Services Advisors

Top funds holding Healthequity

BlackRock
BlackRock
Vanguard Group
Daniel D. Thurber
State Street Corporation
ClearBridge Advisors
Mackenzie Financial
Geode Capital Management
Brown Advisory Holdings Incorporated
Franklin Resources
Invesco
Dimensional Fund Advisors
Stephens Investment Management Group
Jpmorgan Chase & Co
Henderson Group

View all funds holding Healthequity