HAM
HQY icon

Highstreet Asset Management’s HealthEquity HQY Stock Holding History

Highstreet Asset 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
2019
Q4 		$2K Hold
32
– – ﹤0.01% 588
2019
Q3 		$2K Hold
32
– – ﹤0.01% 359
2019
Q2 		$2K Hold
32
– – ﹤0.01% 344
2019
Q1 		$2K Hold
32
– – ﹤0.01% 358
2018
Q4 		$2K Sell
32
-10
-24% -$806 ﹤0.01% 340
2018
Q3 		$4K Buy
+42
New +$3.62K ﹤0.01% 278

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

Highstreet Asset Management's HQY Position: Q4 2019 in Review

Highstreet Asset Management held its HealthEquity (HQY) position steady in Q4 2019 at 32 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Highstreet Asset Management first reported a position in HQY in Q3 2018 and has held it in 6 quarters since. The position peaked at $4K in Q3 2018. 317 funds tracked by Wall St. Rank hold HQY as of Q4 2019.

  • Highstreet Asset Management held 32 shares of HealthEquity worth $2K as of Q4 2019.
  • Highstreet Asset Management left its HealthEquity share count unchanged in Q4 2019.
  • HealthEquity made up ﹤0.01% of Highstreet Asset Management's portfolio in Q4 2019, its #588 holding.
  • Highstreet Asset Management first reported a position in HealthEquity in Q3 2018 and has held it in 6 quarters since.
  • Highstreet Asset Management's HealthEquity position peaked at $4K in Q3 2018.
  • 317 funds tracked by Wall St. Rank held HealthEquity as of Q4 2019.

Based on Highstreet Asset Management's 13F filing for Q4 2019, filed 12 Feb 2020.