Engrave Wealth Partners’s HealthEquity HQY Stock Holding History

Engrave Wealth Partners’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	–	Sell	-36	Closed	-$2K	–	225
2020 Q2	$2K	Buy	+36	New	+$1.99K	﹤0.01%	399

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

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

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Engrave Wealth Partners's HQY Position: Q3 2020 in Review

Engrave Wealth Partners sold out of HealthEquity (HQY) in Q3 2020, closing a stake of 36 shares — an estimated $2K sold.

Engrave Wealth Partners first reported a position in HQY in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 282 funds tracked by Wall St. Rank hold HQY as of Q3 2020.

Engrave Wealth Partners reported no remaining HealthEquity position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 36 HealthEquity shares in Q3 2020, an estimated $2K.
Engrave Wealth Partners first reported a position in HealthEquity in Q2 2020 and held it in 1 quarter.
Engrave Wealth Partners's HealthEquity position peaked at $2K in Q2 2020.
282 funds tracked by Wall St. Rank held HealthEquity as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.