BBVA USA Bancshares’s HealthEquity HQY Stock Holding History

BBVA USA Bancshares’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 Q1	$362K	Sell	5,321 -44	-0.8%	-$3.46K	0.02%	448
2020 Q4	$374K	Buy	5,365 +235	+5%	+$14.6K	0.02%	432
2020 Q3	$263K	Buy	5,130 +1,647	+47%	+$90.5K	0.02%	463
2020 Q2	$204K	Buy	+3,483	New	+$193K	0.01%	493
2020 Q1	–	Sell	-2,848	Closed	-$211K	–	561
2019 Q4	$211K	Buy	+2,848	New	+$178K	0.01%	500

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

BBVA USA Bancshares's HQY Position: Q1 2021 in Review

BBVA USA Bancshares reduced its HealthEquity (HQY) stake by 0.82% in Q1 2021, selling an estimated $3.46K and leaving 5,321 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #448.

BBVA USA Bancshares first reported a position in HQY in Q4 2019 and has held it in 5 quarters since. The position peaked at $374K in Q4 2020. 285 funds tracked by Wall St. Rank hold HQY as of Q1 2021.

BBVA USA Bancshares held 5,321 shares of HealthEquity worth $362K as of Q1 2021.
BBVA USA Bancshares sold 44 HealthEquity shares in Q1 2021, an estimated $3.46K.
HealthEquity made up 0.02% of BBVA USA Bancshares's portfolio in Q1 2021, its #448 holding.
BBVA USA Bancshares first reported a position in HealthEquity in Q4 2019 and has held it in 5 quarters since.
BBVA USA Bancshares's HealthEquity position peaked at $374K in Q4 2020.
285 funds tracked by Wall St. Rank held HealthEquity as of Q1 2021.

Based on BBVA USA Bancshares's 13F filing for Q1 2021, filed 23 Apr 2021.