1NWS
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1 North Wealth Services’s HealthEquity HQY Stock Holding History

1 North Wealth Services’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$14K Buy
+185
New +$11.5K 0.01% 171

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1 North Wealth Services's HQY Position: Q4 2019 in Review

1 North Wealth Services opened a new position in HealthEquity (HQY) in Q4 2019: 185 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #171 among its holdings.

317 funds tracked by Wall St. Rank hold HQY as of Q4 2019.

  • 1 North Wealth Services held 185 shares of HealthEquity worth $14K as of Q4 2019.
  • HealthEquity was a new 1 North Wealth Services position in Q4 2019.
  • HealthEquity made up 0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #171 holding.
  • 317 funds tracked by Wall St. Rank held HealthEquity as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.