Rsm Us Wealth Management »

Healthequity shares owned by Rsm Us Wealth Management

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Rsm Us Wealth Management from 13F filings

Historical chart of Rsm Us Wealth Management investment in Healthequity

Tip: Access up to 7 years of quarterly data

All positions including Healthequity held by Rsm Us Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Healthequity by Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 21k 80.27
2024-06-30 $1.8M 21k 86.62
2024-03-31 $1.0M 13k 81.61

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Bank of America Corporation (BAC)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Rsm Us Wealth Management

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