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Berman Capital Advisors’s HealthEquity HQY Stock Holding History

Berman Capital 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
Q3 		$9K Buy
154
+66
+75% +$4.58K ﹤0.01% 1220
2021
Q2 		$7K Sell
88
-43
-33% -$3.28K ﹤0.01% 1236
2021
Q1 		$8K Buy
131
+43
+49% +$3.38K ﹤0.01% 1102
2020
Q4 		$6K Hold
88
– – ﹤0.01% 1086
2020
Q3 		$4K Hold
88
– – ﹤0.01% 1106
2020
Q2 		$5K Buy
88
+74
+529% +$4.09K ﹤0.01% 977
2020
Q1 		$0 Hold
14
– – ﹤0.01% 1549
2019
Q4 		$1K Sell
14
-74
-84% -$4.62K ﹤0.01% 1328
2019
Q3 		$5K Buy
88
+19
+28% +$1.26K ﹤0.01% 941
2019
Q2 		$4K Buy
69
+38
+123% +$2.65K ﹤0.01% 1019
2019
Q1 		$2K Buy
31
+17
+121% +$1.2K ﹤0.01% 1095
2018
Q4 		$0 Buy
+14
New +$1.13K ﹤0.01% 1178

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

Berman Capital Advisors's HQY Position: Q3 2021 in Review

Berman Capital Advisors increased its HealthEquity (HQY) stake by 75% in Q3 2021, buying an estimated $4.58K and bringing the position to 154 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Berman Capital Advisors first reported a position in HQY in Q4 2018 and has held it in 12 quarters since. 286 funds tracked by Wall St. Rank hold HQY as of Q3 2021.

  • Berman Capital Advisors held 154 shares of HealthEquity worth $9K as of Q3 2021.
  • Berman Capital Advisors bought 66 HealthEquity shares in Q3 2021, an estimated $4.58K.
  • HealthEquity made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1220 holding.
  • Berman Capital Advisors first reported a position in HealthEquity in Q4 2018 and has held it in 12 quarters since.
  • 286 funds tracked by Wall St. Rank held HealthEquity as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.