CWAM
HQY icon

Columbia Wanger Asset Management’s HealthEquity HQY Stock Holding History

Columbia Wanger Asset 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
2017
Q4 		$13.5M Buy
289,149
+93,294
+48% +$4.62M 0.2% 163
2017
Q3 		$9.91M Sell
195,855
-15,912
-8% -$741K 0.15% 171
2017
Q2 		$10.6M Buy
211,767
+14,103
+7% +$660K 0.15% 175
2017
Q1 		$8.39M Buy
+197,664
New +$8.75M 0.12% 184

Other funds holding HQY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return