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Financial Gravity Asset Management’s HealthEquity HQY Stock Holding History

Financial Gravity Asset 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
Q4 		– Sell
-7
Closed – – 1529
2019
Q3 		$0 Sell
7
-4
-36% -$265 ﹤0.01% 1353
2019
Q2 		$1K Sell
11
-600
-98% -$41.8K ﹤0.01% 1058
2019
Q1 		$45K Buy
+611
New +$43K 0.04% 335

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $461M AUM 43.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Gravity Asset Management's HQY Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of HealthEquity (HQY) in Q4 2019, closing a stake of 7 shares.

Financial Gravity Asset Management first reported a position in HQY in Q1 2019 and held it in 3 quarters. The position peaked at $45K in Q1 2019. 317 funds tracked by Wall St. Rank hold HQY as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining HealthEquity position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 7 HealthEquity shares in Q4 2019.
  • Financial Gravity Asset Management first reported a position in HealthEquity in Q1 2019 and held it in 3 quarters.
  • Financial Gravity Asset Management's HealthEquity position peaked at $45K in Q1 2019.
  • 317 funds tracked by Wall St. Rank held HealthEquity as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.