FWM
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FSA Wealth Management’s HealthEquity HQY Stock Holding History

FSA Wealth 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
2020
Q3 		– Sell
-70
Closed -$4K – 182
2020
Q2 		$4K Hold
70
– – ﹤0.01% 339
2020
Q1 		$4K Hold
70
– – ﹤0.01% 315
2019
Q4 		$5K Buy
+70
New +$4.37K ﹤0.01% 390

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FSA Wealth Management's HQY Position: Q3 2020 in Review

FSA Wealth Management sold out of HealthEquity (HQY) in Q3 2020, closing a stake of 70 shares — an estimated $4K sold.

FSA Wealth Management first reported a position in HQY in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2019. 282 funds tracked by Wall St. Rank hold HQY as of Q3 2020.

  • FSA Wealth Management reported no remaining HealthEquity position as of Q3 2020 after selling out during the quarter.
  • FSA Wealth Management sold 70 HealthEquity shares in Q3 2020, an estimated $4K.
  • FSA Wealth Management first reported a position in HealthEquity in Q4 2019 and held it in 3 quarters.
  • FSA Wealth Management's HealthEquity position peaked at $5K in Q4 2019.
  • 282 funds tracked by Wall St. Rank held HealthEquity as of Q3 2020.

Based on FSA Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.