Healthequity shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith Wealth Management investment in Healthequity
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Quarterly reported holdings in Healthequity by Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $630k | 7.7k | 81.85 |
| 2024-06-30 | $670k | 7.8k | 86.20 |
| 2024-03-31 | $634k | 7.8k | 81.63 |
| 2023-12-31 | $514k | 7.8k | 66.30 |
| 2023-09-30 | $579k | 7.9k | 73.05 |
| 2023-06-30 | $488k | 7.7k | 63.14 |
| 2023-03-31 | $454k | 59 | 7692.00 |
| 2022-12-31 | $477k | 7.7k | 61.64 |
| 2022-09-30 | $519k | 7.7k | 67.14 |
| 2022-06-30 | $475k | 7.7k | 61.45 |
| 2022-03-31 | $521k | 7.7k | 67.40 |
| 2021-12-31 | $342k | 7.7k | 44.24 |
| 2021-09-30 | $326k | 5.0k | 64.75 |
| 2021-06-30 | $405k | 5.0k | 80.44 |
| 2021-03-31 | $342k | 5.0k | 67.92 |
| 2020-12-31 | $351k | 5.0k | 69.71 |
| 2020-09-30 | $256k | 5.0k | 51.41 |
| 2020-06-30 | $292k | 5.0k | 58.63 |
| 2020-03-31 | $252k | 5.0k | 50.60 |
| 2019-12-31 | $347k | 4.7k | 74.05 |
| 2019-09-30 | $279k | 4.9k | 57.10 |
| 2018-09-30 | $613k | 6.5k | 94.41 |
| 2018-06-30 | $541k | 7.2k | 75.15 |
More positions owned by Sheets Smith Wealth Management
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