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BerganKDV Wealth Management’s HealthEquity HQY Stock Holding History

BerganKDV Wealth Management’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
Q3 		– Sell
-400
Closed -$26K – 715
2019
Q2 		$26K Buy
+400
New +$27.8K 0.01% 394

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

BerganKDV Wealth Management's HQY Position: Q3 2019 in Review

BerganKDV Wealth Management sold out of HealthEquity (HQY) in Q3 2019, closing a stake of 400 shares — an estimated $26K sold.

BerganKDV Wealth Management first reported a position in HQY in Q2 2019 and held it in 1 quarter. The position peaked at $26K in Q2 2019. 303 funds tracked by Wall St. Rank hold HQY as of Q3 2019.

  • BerganKDV Wealth Management reported no remaining HealthEquity position as of Q3 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 400 HealthEquity shares in Q3 2019, an estimated $26K.
  • BerganKDV Wealth Management first reported a position in HealthEquity in Q2 2019 and held it in 1 quarter.
  • BerganKDV Wealth Management's HealthEquity position peaked at $26K in Q2 2019.
  • 303 funds tracked by Wall St. Rank held HealthEquity as of Q3 2019.

Based on BerganKDV Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.