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Gideon Capital Advisors’s HealthEquity HQY Stock Holding History

Gideon Capital Advisors’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
-6,630
Closed -$490K – 342
2019
Q1 		$490K Buy
+6,630
New +$466K 0.18% 174
2018
Q2 		– Sell
-3,951
Closed -$239K – 421
2018
Q1 		$239K Buy
+3,951
New +$214K 0.15% 286

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

Gideon Capital Advisors's HQY Position: Q2 2019 in Review

Gideon Capital Advisors sold out of HealthEquity (HQY) in Q2 2019, closing a stake of 6,630 shares — an estimated $490K sold.

Gideon Capital Advisors first reported a position in HQY in Q1 2018 and held it in 2 quarters. The position peaked at $490K in Q1 2019. 325 funds tracked by Wall St. Rank hold HQY as of Q2 2019.

  • Gideon Capital Advisors reported no remaining HealthEquity position as of Q2 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 6,630 HealthEquity shares in Q2 2019, an estimated $490K.
  • Gideon Capital Advisors first reported a position in HealthEquity in Q1 2018 and held it in 2 quarters.
  • Gideon Capital Advisors's HealthEquity position peaked at $490K in Q1 2019.
  • 325 funds tracked by Wall St. Rank held HealthEquity as of Q2 2019.

Based on Gideon Capital Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.