1834 Investment Advisors’s HealthEquity HQY Stock Holding History

1834 Investment Advisors’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	–	Sell	-100	Closed	-$6K	–	463
2019 Q3	$6K	Buy	+100	New	+$6.64K	﹤0.01%	412

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1834 Investment Advisors's HQY Position: Q4 2019 in Review

1834 Investment Advisors sold out of HealthEquity (HQY) in Q4 2019, closing a stake of 100 shares — an estimated $6K sold.

1834 Investment Advisors first reported a position in HQY in Q3 2019 and held it in 1 quarter. The position peaked at $6K in Q3 2019. 317 funds tracked by Wall St. Rank hold HQY as of Q4 2019.

1834 Investment Advisors reported no remaining HealthEquity position as of Q4 2019 after selling out during the quarter.
1834 Investment Advisors sold 100 HealthEquity shares in Q4 2019, an estimated $6K.
1834 Investment Advisors first reported a position in HealthEquity in Q3 2019 and held it in 1 quarter.
1834 Investment Advisors's HealthEquity position peaked at $6K in Q3 2019.
317 funds tracked by Wall St. Rank held HealthEquity as of Q4 2019.

Based on 1834 Investment Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.