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Healthequity shares owned by ABLE Financial Group

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

Historical chart of ABLE Financial Group investment in Healthequity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Healthequity by ABLE Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 16k 81.63

More positions owned by ABLE Financial Group

First Tr Exchange-traded Risng Divd Achiv (RDVY)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Msci Eafe Etf (EFA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Vaneck Etf Trust Long Muni Etf (MLN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for ABLE Financial Group

Top funds holding Healthequity

BlackRock
Vanguard Group
Daniel D. Thurber
FMR
ClearBridge Advisors
Mackenzie Financial
Geode Capital Management
Brown Advisory Holdings Incorporated
Franklin Resources
Jpmorgan Chase & Co
Dimensional Fund Advisors
Millennium Management
Stephens Investment Management Group
Goldman Sachs Group
Allspring Global Investments Holdings

View all funds holding Healthequity