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Advisor Group’s HealthEquity HQY Stock Holding History

Advisor Group’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 		$1.32M Buy
17,809
+16,235
+1,031% +$1.01M 0.01% 1032
2019
Q3 		$90K Sell
1,574
-626
-28% -$41.5K ﹤0.01% 2959
2019
Q2 		$145K Buy
2,200
+1,232
+127% +$85.8K ﹤0.01% 2567
2019
Q1 		$73K Sell
968
-525
-35% -$36.9K ﹤0.01% 3108
2018
Q4 		$89K Sell
1,493
-2,593
-63% -$209K ﹤0.01% 2733
2018
Q3 		$386K Buy
4,086
+3,308
+425% +$285K ﹤0.01% 1659
2018
Q2 		$59K Sell
778
-7,040
-90% -$506K ﹤0.01% 2953
2018
Q1 		$474K Sell
7,818
-17,481
-69% -$946K 0.01% 1358
2017
Q4 		$1.18M Buy
25,299
+22,137
+700% +$1.1M 0.02% 794
2017
Q3 		$160K Sell
3,162
-44
-1% -$2.05K ﹤0.01% 2028
2017
Q2 		$159K Hold
3,206
– – ﹤0.01% 1952
2017
Q1 		$136K Buy
3,206
+2,956
+1,182% +$131K ﹤0.01% 1944
2016
Q4 		$10K Buy
+250
New +$9.66K ﹤0.01% 3621

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

Advisor Group's HQY Position: Q4 2019 in Review

Advisor Group increased its HealthEquity (HQY) stake by 1,031% in Q4 2019, buying an estimated $1.01M and bringing the position to 17,809 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #1032.

Advisor Group first reported a position in HQY in Q4 2016 and has held it in 13 quarters since. 317 funds tracked by Wall St. Rank hold HQY as of Q4 2019.

  • Advisor Group held 17,809 shares of HealthEquity worth $1.32M as of Q4 2019.
  • Advisor Group bought 16,235 HealthEquity shares in Q4 2019, an estimated $1.01M.
  • HealthEquity made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1032 holding.
  • Advisor Group first reported a position in HealthEquity in Q4 2016 and has held it in 13 quarters since.
  • 317 funds tracked by Wall St. Rank held HealthEquity as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.