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BBVA USA’s HealthEquity HQY Stock Holding History

BBVA USA’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
Q3 		$363K Buy
5,618
+297
+6% +$20.6K 0.02% 371
2021
Q2 		$428K Buy
+5,321
New +$405K 0.02% 369

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BBVA USA's HQY Position: Q3 2021 in Review

BBVA USA increased its HealthEquity (HQY) stake by 5.6% in Q3 2021, buying an estimated $20.6K and bringing the position to 5,618 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #371.

BBVA USA first reported a position in HQY in Q2 2021 and has held it in 2 quarters since. The position peaked at $428K in Q2 2021. 286 funds tracked by Wall St. Rank hold HQY as of Q3 2021.

  • BBVA USA held 5,618 shares of HealthEquity worth $363K as of Q3 2021.
  • BBVA USA bought 297 HealthEquity shares in Q3 2021, an estimated $20.6K.
  • HealthEquity made up 0.02% of BBVA USA's portfolio in Q3 2021, its #371 holding.
  • BBVA USA first reported a position in HealthEquity in Q2 2021 and has held it in 2 quarters since.
  • BBVA USA's HealthEquity position peaked at $428K in Q2 2021.
  • 286 funds tracked by Wall St. Rank held HealthEquity as of Q3 2021.

Based on BBVA USA's 13F filing for Q3 2021, filed 4 Nov 2021.