FNY Investment Advisers’s HealthEquity HQY Stock Holding History

FNY Investment Advisers’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 Q3	–	Sell	-8,110	Closed	-$652K	–	806
2021 Q2	$652K	Buy	+8,110	New	+$618K	0.26%	89
2020 Q1	–	Sell	-2,000	Closed	-$148K	–	612
2019 Q4	$148K	Hold	2,000	–	–	0.05%	300
2019 Q3	$114K	Buy	2,000 +1,800	+900%	+$119K	0.03%	272
2019 Q2	$13K	Buy	+200	New	+$13.9K	﹤0.01%	567

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

FAM

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

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

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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

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

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

FNY Investment Advisers's HQY Position: Q3 2021 in Review

FNY Investment Advisers sold out of HealthEquity (HQY) in Q3 2021, closing a stake of 8,110 shares — an estimated $652K sold.

FNY Investment Advisers first reported a position in HQY in Q2 2019 and held it in 4 quarters. The position peaked at $652K in Q2 2021. 286 funds tracked by Wall St. Rank hold HQY as of Q3 2021.

FNY Investment Advisers reported no remaining HealthEquity position as of Q3 2021 after selling out during the quarter.
FNY Investment Advisers sold 8,110 HealthEquity shares in Q3 2021, an estimated $652K.
FNY Investment Advisers first reported a position in HealthEquity in Q2 2019 and held it in 4 quarters.
FNY Investment Advisers's HealthEquity position peaked at $652K in Q2 2021.
286 funds tracked by Wall St. Rank held HealthEquity as of Q3 2021.

Based on FNY Investment Advisers's 13F filing for Q3 2021, filed 13 Oct 2021.