Doyle Wealth Management’s HealthEquity HQY Stock Holding History

Doyle Wealth 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
2019 Q1	–	Sell	-35	Closed	-$2K	–	407
2018 Q4	$2K	Buy	+35	New	+$2.82K	﹤0.01%	795

Other funds holding HQY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Doyle Wealth Management's HQY Position: Q1 2019 in Review

Doyle Wealth Management sold out of HealthEquity (HQY) in Q1 2019, closing a stake of 35 shares — an estimated $2K sold.

Doyle Wealth Management first reported a position in HQY in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 326 funds tracked by Wall St. Rank hold HQY as of Q1 2019.

Doyle Wealth Management reported no remaining HealthEquity position as of Q1 2019 after selling out during the quarter.
Doyle Wealth Management sold 35 HealthEquity shares in Q1 2019, an estimated $2K.
Doyle Wealth Management first reported a position in HealthEquity in Q4 2018 and held it in 1 quarter.
Doyle Wealth Management's HealthEquity position peaked at $2K in Q4 2018.
326 funds tracked by Wall St. Rank held HealthEquity as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.