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Ladenburg Thalmann Financial Services’s HealthEquity HQY Stock Holding History

Ladenburg Thalmann Financial Services’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 		$678K Buy
9,180
+5,545
+153% +$346K ﹤0.01% 1569
2019
Q3 		$208K Buy
3,635
+1,830
+101% +$121K ﹤0.01% 2428
2019
Q2 		$117K Buy
1,805
+294
+19% +$20.5K ﹤0.01% 2855
2019
Q1 		$112K Buy
1,511
+744
+97% +$52.3K ﹤0.01% 2808
2018
Q4 		$46K Buy
767
+653
+573% +$52.6K ﹤0.01% 3318
2018
Q3 		$10K Sell
114
-7,457
-98% -$642K ﹤0.01% 4284
2018
Q2 		$459K Hold
7,571
– – ﹤0.01% 1616
2018
Q1 		$459K Buy
7,571
+2,046
+37% +$111K ﹤0.01% 1616
2017
Q4 		$258K Sell
5,525
-5
-0.1% -$248 ﹤0.01% 2025
2017
Q3 		$280K Buy
5,530
+163
+3% +$7.59K ﹤0.01% 1848
2017
Q2 		$268K Sell
5,367
-351
-6% -$16.4K ﹤0.01% 1805
2017
Q1 		$242K Sell
5,718
-2,481
-30% -$110K ﹤0.01% 1779
2016
Q4 		$332K Hold
8,199
– – ﹤0.01% 1484
2016
Q3 		$311K Sell
8,199
-726
-8% -$23K ﹤0.01% 1466
2016
Q2 		$271K Buy
+8,925
New +$234K ﹤0.01% 1479

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

Ladenburg Thalmann Financial Services's HQY Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its HealthEquity (HQY) stake by 153% in Q4 2019, buying an estimated $346K and bringing the position to 9,180 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Ladenburg Thalmann Financial Services first reported a position in HQY in Q2 2016 and has held it in 15 quarters since. 317 funds tracked by Wall St. Rank hold HQY as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 9,180 shares of HealthEquity worth $678K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 5,545 HealthEquity shares in Q4 2019, an estimated $346K.
  • HealthEquity made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1569 holding.
  • Ladenburg Thalmann Financial Services first reported a position in HealthEquity in Q2 2016 and has held it in 15 quarters since.
  • 317 funds tracked by Wall St. Rank held HealthEquity as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.