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Cornerstone Advisors (Washington)’s HealthEquity HQY Stock Holding History

Cornerstone Advisors (Washington)’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
-19
Closed -$1K – 1081
2019
Q2 		$1K Sell
19
-29
-60% -$2.02K ﹤0.01% 1327
2019
Q1 		$4K Sell
48
-38
-44% -$2.67K ﹤0.01% 864
2018
Q4 		$5K Hold
86
– – ﹤0.01% 769
2018
Q3 		$8K Buy
86
+75
+682% +$6.46K 0.01% 685
2018
Q2 		$1K Hold
11
– – ﹤0.01% 998
2018
Q1 		$1K Buy
+11
New +$596 ﹤0.01% 979

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

Cornerstone Advisors (Washington)'s HQY Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of HealthEquity (HQY) in Q3 2019, closing a stake of 19 shares — an estimated $1K sold.

Cornerstone Advisors (Washington) first reported a position in HQY in Q1 2018 and held it in 6 quarters. The position peaked at $8K in Q3 2018. 303 funds tracked by Wall St. Rank hold HQY as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining HealthEquity position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 19 HealthEquity shares in Q3 2019, an estimated $1K.
  • Cornerstone Advisors (Washington) first reported a position in HealthEquity in Q1 2018 and held it in 6 quarters.
  • Cornerstone Advisors (Washington)'s HealthEquity position peaked at $8K in Q3 2018.
  • 303 funds tracked by Wall St. Rank held HealthEquity as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.