JOYN Advisors’s HealthEquity HQY Stock Holding History

JOYN 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 Q1	–	Sell	-139	Closed	-$8K	–	670
2018 Q4	$8K	Buy	139 +119	+595%	+$9.59K	﹤0.01%	1064
2018 Q3	$2K	Buy	20 +10	+100%	+$861	﹤0.01%	1465
2018 Q2	$1K	Buy	+10	New	+$718	﹤0.01%	1586

Other funds holding HQY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JOYN Advisors's HQY Position: Q1 2019 in Review

JOYN Advisors sold out of HealthEquity (HQY) in Q1 2019, closing a stake of 139 shares — an estimated $8K sold.

JOYN Advisors first reported a position in HQY in Q2 2018 and held it in 3 quarters. The position peaked at $8K in Q4 2018. 326 funds tracked by Wall St. Rank hold HQY as of Q1 2019.

JOYN Advisors reported no remaining HealthEquity position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 139 HealthEquity shares in Q1 2019, an estimated $8K.
JOYN Advisors first reported a position in HealthEquity in Q2 2018 and held it in 3 quarters.
JOYN Advisors's HealthEquity position peaked at $8K in Q4 2018.
326 funds tracked by Wall St. Rank held HealthEquity as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.