Lake Point Wealth Management’s HealthEquity HQY Stock Holding History

Lake Point 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 Q4	–	Sell	-20	Closed	-$1K	–	458
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	362
2021 Q2	$2K	Buy	+20	New	+$1.52K	﹤0.01%	333
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	320
2019 Q4	$1K	Buy	+20	New	+$1.25K	﹤0.01%	558
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	607
2019 Q1	$1K	Buy	+20	New	+$1.41K	﹤0.01%	606

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Lake Point Wealth Management's HQY Position: Q4 2021 in Review

Lake Point Wealth Management sold out of HealthEquity (HQY) in Q4 2021, closing a stake of 20 shares — an estimated $1K sold.

Lake Point Wealth Management first reported a position in HQY in Q1 2019 and held it in 6 quarters. The position peaked at $2K in Q2 2021. 282 funds tracked by Wall St. Rank hold HQY as of Q4 2021.

Lake Point Wealth Management reported no remaining HealthEquity position as of Q4 2021 after selling out during the quarter.
Lake Point Wealth Management sold 20 HealthEquity shares in Q4 2021, an estimated $1K.
Lake Point Wealth Management first reported a position in HealthEquity in Q1 2019 and held it in 6 quarters.
Lake Point Wealth Management's HealthEquity position peaked at $2K in Q2 2021.
282 funds tracked by Wall St. Rank held HealthEquity as of Q4 2021.

Based on Lake Point Wealth Management's 13F filing for Q4 2021, filed 23 Feb 2022.