L.J. Altfest & Co’s HealthEquity HQY Stock Holding History

L.J. Altfest & Co’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	–	Sell	-3,795	Closed	-$217K	–	197
2019 Q3	$217K	Sell	3,795 -1,156	-23%	-$76.7K	0.06%	173
2019 Q2	$324K	Buy	+4,951	New	+$345K	0.09%	131

Other funds holding HQY

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

JSP

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

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

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

L.J. Altfest & Co's HQY Position: Q4 2019 in Review

L.J. Altfest & Co sold out of HealthEquity (HQY) in Q4 2019, closing a stake of 3,795 shares — an estimated $217K sold.

L.J. Altfest & Co first reported a position in HQY in Q2 2019 and held it in 2 quarters. The position peaked at $324K in Q2 2019. 317 funds tracked by Wall St. Rank hold HQY as of Q4 2019.

L.J. Altfest & Co reported no remaining HealthEquity position as of Q4 2019 after selling out during the quarter.
L.J. Altfest & Co sold 3,795 HealthEquity shares in Q4 2019, an estimated $217K.
L.J. Altfest & Co first reported a position in HealthEquity in Q2 2019 and held it in 2 quarters.
L.J. Altfest & Co's HealthEquity position peaked at $324K in Q2 2019.
317 funds tracked by Wall St. Rank held HealthEquity as of Q4 2019.

Based on L.J. Altfest & Co's 13F filing for Q4 2019, filed 6 Jan 2020.