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Freedom Investment Management’s HealthEquity HQY Stock Holding History

Freedom Investment 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
Q2 		– Sell
-4,315
Closed -$319K – 706
2019
Q1 		$319K Buy
+4,315
New +$303K 0.03% 498
2018
Q4 		– Sell
-4,717
Closed -$446K – 824
2018
Q3 		$446K Sell
4,717
-905
-16% -$78K 0.03% 572
2018
Q2 		$422K Buy
+5,622
New +$404K 0.03% 632

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

Freedom Investment Management's HQY Position: Q2 2019 in Review

Freedom Investment Management sold out of HealthEquity (HQY) in Q2 2019, closing a stake of 4,315 shares — an estimated $319K sold.

Freedom Investment Management first reported a position in HQY in Q2 2018 and held it in 3 quarters. The position peaked at $446K in Q3 2018. 325 funds tracked by Wall St. Rank hold HQY as of Q2 2019.

  • Freedom Investment Management reported no remaining HealthEquity position as of Q2 2019 after selling out during the quarter.
  • Freedom Investment Management sold 4,315 HealthEquity shares in Q2 2019, an estimated $319K.
  • Freedom Investment Management first reported a position in HealthEquity in Q2 2018 and held it in 3 quarters.
  • Freedom Investment Management's HealthEquity position peaked at $446K in Q3 2018.
  • 325 funds tracked by Wall St. Rank held HealthEquity as of Q2 2019.

Based on Freedom Investment Management's 13F filing for Q2 2019, filed 18 Jul 2019.