APA
HQY icon

American Portfolios Advisors’s HealthEquity HQY Stock Holding History

American Portfolios 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
2021
Q4 		– Sell
-400
Closed -$25.9K – 3553
2021
Q3 		$25.9K Hold
400
– – ﹤0.01% 2147
2021
Q2 		$32.2K Sell
400
-27
-6% -$2.06K ﹤0.01% 1966
2021
Q1 		$29K Hold
427
– – ﹤0.01% 1864
2020
Q4 		$29.8K Hold
427
– – ﹤0.01% 1636
2020
Q3 		$21.9K Buy
+427
New +$23.5K ﹤0.01% 1661
2018
Q1 		– Sell
-100
Closed -$4.67K – 2350
2017
Q4 		$4.67K Buy
+100
New +$4.95K ﹤0.01% 1869

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

American Portfolios Advisors's HQY Position: Q4 2021 in Review

American Portfolios Advisors sold out of HealthEquity (HQY) in Q4 2021, closing a stake of 400 shares — an estimated $25.9K sold.

American Portfolios Advisors first reported a position in HQY in Q4 2017 and held it in 6 quarters. The position peaked at $32.2K in Q2 2021. 282 funds tracked by Wall St. Rank hold HQY as of Q4 2021.

  • American Portfolios Advisors reported no remaining HealthEquity position as of Q4 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 400 HealthEquity shares in Q4 2021, an estimated $25.9K.
  • American Portfolios Advisors first reported a position in HealthEquity in Q4 2017 and held it in 6 quarters.
  • American Portfolios Advisors's HealthEquity position peaked at $32.2K in Q2 2021.
  • 282 funds tracked by Wall St. Rank held HealthEquity as of Q4 2021.

Based on American Portfolios Advisors's 13F filing for Q4 2021, filed 21 Mar 2023.