Lenox Wealth Advisors’s HealthEquity HQY Stock Holding History

Lenox Wealth 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
2020 Q4	–	Sell	-375	Closed	-$19K	–	641
2020 Q3	$19K	Hold	375	–	–	﹤0.01%	293
2020 Q2	$22K	Hold	375	–	–	﹤0.01%	271
2020 Q1	$19K	Hold	375	–	–	﹤0.01%	270
2019 Q4	$28K	Buy	+375	New	+$23.4K	﹤0.01%	275

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

JSP

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

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

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

ACH

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Lenox Wealth Advisors's HQY Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of HealthEquity (HQY) in Q4 2020, closing a stake of 375 shares — an estimated $19K sold.

Lenox Wealth Advisors first reported a position in HQY in Q4 2019 and held it in 4 quarters. The position peaked at $28K in Q4 2019. 285 funds tracked by Wall St. Rank hold HQY as of Q4 2020.

Lenox Wealth Advisors reported no remaining HealthEquity position as of Q4 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 375 HealthEquity shares in Q4 2020, an estimated $19K.
Lenox Wealth Advisors first reported a position in HealthEquity in Q4 2019 and held it in 4 quarters.
Lenox Wealth Advisors's HealthEquity position peaked at $28K in Q4 2019.
285 funds tracked by Wall St. Rank held HealthEquity as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.