Fieldpoint Private Securities’s HealthEquity HQY Stock Holding History

Fieldpoint Private Securities’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
2021 Q4	–	Sell	-15	Closed	-$1K	–	1694
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	1571
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	1481
2021 Q1	$1K	Hold	15	–	–	﹤0.01%	1476
2020 Q4	$1K	Buy	+15	New	+$933	﹤0.01%	1408
2019 Q1	–	Sell	-500	Closed	-$30K	–	385
2018 Q4	$30K	Hold	500	–	–	0.01%	309
2018 Q3	$47K	Hold	500	–	–	0.02%	312
2018 Q2	$38K	Hold	500	–	–	0.01%	323
2018 Q1	$30K	Hold	500	–	–	0.01%	325
2017 Q4	$23K	Hold	500	–	–	0.01%	332
2017 Q3	$25K	Buy	+500	New	+$23.3K	0.01%	496
2017 Q2	–	Sell	-500	Closed	-$21K	–	227
2017 Q1	$21K	Buy	+500	New	+$22.1K	0.02%	265

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

FAM

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Fieldpoint Private Securities's HQY Position: Q4 2021 in Review

Fieldpoint Private Securities sold out of HealthEquity (HQY) in Q4 2021, closing a stake of 15 shares — an estimated $1K sold.

Fieldpoint Private Securities first reported a position in HQY in Q1 2017 and held it in 11 quarters. The position peaked at $47K in Q3 2018. 282 funds tracked by Wall St. Rank hold HQY as of Q4 2021.

Fieldpoint Private Securities reported no remaining HealthEquity position as of Q4 2021 after selling out during the quarter.
Fieldpoint Private Securities sold 15 HealthEquity shares in Q4 2021, an estimated $1K.
Fieldpoint Private Securities first reported a position in HealthEquity in Q1 2017 and held it in 11 quarters.
Fieldpoint Private Securities's HealthEquity position peaked at $47K in Q3 2018.
282 funds tracked by Wall St. Rank held HealthEquity as of Q4 2021.

Based on Fieldpoint Private Securities's 13F filing for Q4 2021, filed 24 Jan 2022.