C
HQY icon

Cerebellum’s HealthEquity HQY Stock Holding History

Cerebellum’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
2020
Q3 		$62K Buy
+1,205
New +$66.2K 0.29% 243
2019
Q4 		– Sell
-7,318
Closed -$418K – 472
2019
Q3 		$418K Buy
7,318
+2,283
+45% +$152K 0.27% 278
2019
Q2 		$329K Buy
+5,035
New +$350K 0.27% 286
2019
Q1 		– Sell
-1,601
Closed -$95K – 484
2018
Q4 		$95K Sell
1,601
-357
-18% -$28.8K 0.07% 381
2018
Q3 		$185K Buy
+1,958
New +$169K 0.3% 139

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return