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Glen Eagle Advisors’s HealthEquity HQY Stock Holding History

Glen Eagle 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
2021
Q3 		– Sell
-75
Closed -$6.04K – 1075
2021
Q2 		$6.04K Hold
75
– – ﹤0.01% 788
2021
Q1 		$5.1K Sell
75
-10
-12% -$786 ﹤0.01% 766
2020
Q4 		$5.92K Hold
85
– – ﹤0.01% 713
2020
Q3 		$4.37K Hold
85
– – ﹤0.01% 709
2020
Q2 		$4.99K Buy
85
+10
+13% +$553 ﹤0.01% 666
2020
Q1 		$3.79K Sell
75
-50
-40% -$3.32K ﹤0.01% 659
2019
Q4 		$9.26K Hold
125
– – ﹤0.01% 604
2019
Q3 		$7.14K Hold
125
– – ﹤0.01% 565
2019
Q2 		$8.18K Buy
125
+75
+150% +$5.22K 0.01% 536
2019
Q1 		$3.7K Hold
50
– – ﹤0.01% 609
2018
Q4 		$2.98K Hold
50
– – ﹤0.01% 598
2018
Q3 		$4.72K Sell
50
-50
-50% -$4.31K ﹤0.01% 567
2018
Q2 		$7.51K Hold
100
– – 0.01% 498
2018
Q1 		$6.05K Buy
100
+20
+25% +$1.08K 0.01% 502
2017
Q4 		$3.73K Sell
80
-60
-43% -$2.97K ﹤0.01% 540
2017
Q3 		$7.08K Hold
140
– – 0.01% 477
2017
Q2 		$6.98K Buy
140
+30
+27% +$1.4K 0.01% 444
2017
Q1 		$4.67K Buy
+110
New +$4.87K ﹤0.01% 465

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Glen Eagle Advisors's HQY Position: Q3 2021 in Review

Glen Eagle Advisors sold out of HealthEquity (HQY) in Q3 2021, closing a stake of 75 shares — an estimated $6.04K sold.

Glen Eagle Advisors first reported a position in HQY in Q1 2017 and held it in 18 quarters. The position peaked at $9.26K in Q4 2019. 286 funds tracked by Wall St. Rank hold HQY as of Q3 2021.

  • Glen Eagle Advisors reported no remaining HealthEquity position as of Q3 2021 after selling out during the quarter.
  • Glen Eagle Advisors sold 75 HealthEquity shares in Q3 2021, an estimated $6.04K.
  • Glen Eagle Advisors first reported a position in HealthEquity in Q1 2017 and held it in 18 quarters.
  • Glen Eagle Advisors's HealthEquity position peaked at $9.26K in Q4 2019.
  • 286 funds tracked by Wall St. Rank held HealthEquity as of Q3 2021.

Based on Glen Eagle Advisors's 13F filing for Q3 2021, filed 13 Aug 2024.