Karen Firestone, CEO, Aureus Asset Management HealthEquity HQY-Q PARTIAL SELL Feb 12, 2025

Has owned it for years and has done exactly what she wanted it to. They're in the health savings business and benefits from a full employment and higher interest rates. Was a big position, so she took some shares off the table.

Karen Firestone, CEO, Aureus Asset Management

Owned

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$114.170

Stock price when the opinion was issued

Healthcare

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It's the largest health savings plan company. High employment and higher interest rates are good for their business. Stock is now breaking out.

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She remains bullish. They do health savings accounts, and employment remains high. Interest rates fuel their strong cash flow.

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Karen Firestone, CEO, Aureus Asset Management HealthEquity HQY-Q PARTIAL SELL Feb 12, 2025

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