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Financial Architects (New Jersey)’s HealthEquity HQY Stock Holding History

Financial Architects (New Jersey)’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
2018
Q2 		– Sell
-200
Closed -$12K – 1396
2018
Q1 		$12K Buy
+200
New +$10.8K ﹤0.01% 1020

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Financial Architects (New Jersey)'s HQY Position: Q2 2018 in Review

Financial Architects (New Jersey) sold out of HealthEquity (HQY) in Q2 2018, closing a stake of 200 shares — an estimated $12K sold.

Financial Architects (New Jersey) first reported a position in HQY in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 276 funds tracked by Wall St. Rank hold HQY as of Q2 2018.

  • Financial Architects (New Jersey) reported no remaining HealthEquity position as of Q2 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 200 HealthEquity shares in Q2 2018, an estimated $12K.
  • Financial Architects (New Jersey) first reported a position in HealthEquity in Q1 2018 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s HealthEquity position peaked at $12K in Q1 2018.
  • 276 funds tracked by Wall St. Rank held HealthEquity as of Q2 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2018, filed 3 Aug 2018.