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Garrett Wealth Advisory Group’s HealthEquity HQY Stock Holding History

Garrett Wealth Advisory Group’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
-32
Closed -$1.83K – 307
2019
Q3 		$1.83K Buy
+32
New +$2.12K ﹤0.01% 583

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $22.8B AUM 64.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Garrett Wealth Advisory Group's HQY Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of HealthEquity (HQY) in Q4 2019, closing a stake of 32 shares — an estimated $1.83K sold.

Garrett Wealth Advisory Group first reported a position in HQY in Q3 2019 and held it in 1 quarter. The position peaked at $1.83K in Q3 2019. 317 funds tracked by Wall St. Rank hold HQY as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining HealthEquity position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 32 HealthEquity shares in Q4 2019, an estimated $1.83K.
  • Garrett Wealth Advisory Group first reported a position in HealthEquity in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's HealthEquity position peaked at $1.83K in Q3 2019.
  • 317 funds tracked by Wall St. Rank held HealthEquity as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.