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Loring Wolcott & Coolidge Fiduciary Advisors’s HealthEquity HQY Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q1 		– Sell
-83
Closed -$6K – 484
2020
Q4 		$6K Buy
+83
New +$5.16K ﹤0.01% 669

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HQY Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of HealthEquity (HQY) in Q1 2021, closing a stake of 83 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HQY in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 285 funds tracked by Wall St. Rank hold HQY as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining HealthEquity position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 83 HealthEquity shares in Q1 2021, an estimated $6K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HealthEquity in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's HealthEquity position peaked at $6K in Q4 2020.
  • 285 funds tracked by Wall St. Rank held HealthEquity as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.