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Harvest Group Wealth Management’s HealthEquity HQY Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-5
Closed – – 322
2020
Q4 		$0 Hold
5
– – ﹤0.01% 732
2020
Q3 		$0 Hold
5
– – ﹤0.01% 685
2020
Q2 		$0 Buy
+5
New +$276 ﹤0.01% 634
2020
Q1 		– Sell
-18
Closed -$1K – 704
2019
Q4 		$1K Buy
+18
New +$1.12K ﹤0.01% 786
2019
Q3 		– Sell
-15
Closed – – 1066
2019
Q2 		$0 Buy
+15
New +$1.04K ﹤0.01% 951

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
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Harvest Group Wealth Management's HQY Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of HealthEquity (HQY) in Q1 2021, closing a stake of 5 shares.

Harvest Group Wealth Management first reported a position in HQY in Q2 2019 and held it in 5 quarters. The position peaked at $1K in Q4 2019. 285 funds tracked by Wall St. Rank hold HQY as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining HealthEquity position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 5 HealthEquity shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in HealthEquity in Q2 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's HealthEquity position peaked at $1K in Q4 2019.
  • 285 funds tracked by Wall St. Rank held HealthEquity as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.