BDO Wealth Advisors’s HealthEquity HQY Stock Holding History

BDO Wealth 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	-60	Closed	-$3K	–	609
2019 Q3	$3K	Hold	60	–	–	﹤0.01%	576
2019 Q2	$4K	Hold	60	–	–	﹤0.01%	526
2019 Q1	$4K	Buy	+60	New	+$4.22K	﹤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

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

BDO Wealth Advisors's HQY Position: Q4 2019 in Review

BDO Wealth Advisors sold out of HealthEquity (HQY) in Q4 2019, closing a stake of 60 shares — an estimated $3K sold.

BDO Wealth Advisors first reported a position in HQY in Q1 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 317 funds tracked by Wall St. Rank hold HQY as of Q4 2019.

BDO Wealth Advisors reported no remaining HealthEquity position as of Q4 2019 after selling out during the quarter.
BDO Wealth Advisors sold 60 HealthEquity shares in Q4 2019, an estimated $3K.
BDO Wealth Advisors first reported a position in HealthEquity in Q1 2019 and held it in 3 quarters.
BDO Wealth Advisors's HealthEquity position peaked at $4K in Q2 2019.
317 funds tracked by Wall St. Rank held HealthEquity as of Q4 2019.

Based on BDO Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.