LFA
HQY icon

Legacy Financial Advisors’s HealthEquity HQY Stock Holding History

Legacy Financial 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
Q2 		– Sell
-490
Closed -$36K – 455
2019
Q1 		$36K Buy
490
+18
+4% +$1.26K 0.01% 331
2018
Q4 		$28K Buy
+472
New +$38K 0.01% 349

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legacy Financial Advisors's HQY Position: Q2 2019 in Review

Legacy Financial Advisors sold out of HealthEquity (HQY) in Q2 2019, closing a stake of 490 shares — an estimated $36K sold.

Legacy Financial Advisors first reported a position in HQY in Q4 2018 and held it in 2 quarters. The position peaked at $36K in Q1 2019. 325 funds tracked by Wall St. Rank hold HQY as of Q2 2019.

  • Legacy Financial Advisors reported no remaining HealthEquity position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 490 HealthEquity shares in Q2 2019, an estimated $36K.
  • Legacy Financial Advisors first reported a position in HealthEquity in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's HealthEquity position peaked at $36K in Q1 2019.
  • 325 funds tracked by Wall St. Rank held HealthEquity as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.