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F3Logic’s HealthEquity HQY Stock Holding History

F3Logic’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
Q4 		– Sell
-6
Closed -$308 – 305
2020
Q3 		$308 Buy
+6
New +$330 0.01% 405

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

F3Logic's HQY Position: Q4 2020 in Review

F3Logic sold out of HealthEquity (HQY) in Q4 2020, closing a stake of 6 shares — an estimated $308 sold.

F3Logic first reported a position in HQY in Q3 2020 and held it in 1 quarter. The position peaked at $308 in Q3 2020. 285 funds tracked by Wall St. Rank hold HQY as of Q4 2020.

  • F3Logic reported no remaining HealthEquity position as of Q4 2020 after selling out during the quarter.
  • F3Logic sold 6 HealthEquity shares in Q4 2020, an estimated $308.
  • F3Logic first reported a position in HealthEquity in Q3 2020 and held it in 1 quarter.
  • F3Logic's HealthEquity position peaked at $308 in Q3 2020.
  • 285 funds tracked by Wall St. Rank held HealthEquity as of Q4 2020.

Based on F3Logic's 13F filing for Q4 2020, filed 12 Feb 2021.