Cutter & Co Brokerage’s HealthEquity HQY Stock Holding History

Cutter & Co Brokerage’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 Q4	–	Sell	-9,090	Closed	-$519K	–	274
2019 Q3	$519K	Buy	+9,090	New	+$603K	0.17%	133

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cutter & Co Brokerage's HQY Position: Q4 2019 in Review

Cutter & Co Brokerage sold out of HealthEquity (HQY) in Q4 2019, closing a stake of 9,090 shares — an estimated $519K sold.

Cutter & Co Brokerage first reported a position in HQY in Q3 2019 and held it in 1 quarter. The position peaked at $519K in Q3 2019. 317 funds tracked by Wall St. Rank hold HQY as of Q4 2019.

Cutter & Co Brokerage reported no remaining HealthEquity position as of Q4 2019 after selling out during the quarter.
Cutter & Co Brokerage sold 9,090 HealthEquity shares in Q4 2019, an estimated $519K.
Cutter & Co Brokerage first reported a position in HealthEquity in Q3 2019 and held it in 1 quarter.
Cutter & Co Brokerage's HealthEquity position peaked at $519K in Q3 2019.
317 funds tracked by Wall St. Rank held HealthEquity as of Q4 2019.

Based on Cutter & Co Brokerage's 13F filing for Q4 2019, filed 11 Feb 2020.