Lowe Wealth Advisors’s HealthEquity HQY Stock Holding History

Lowe 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 Q2	–	Sell	-300	Closed	-$15K	–	283
2020 Q1	$15K	Buy	+300	New	+$19.9K	0.01%	118

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JSP

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

FAM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Lowe Wealth Advisors's HQY Position: Q2 2020 in Review

Lowe Wealth Advisors sold out of HealthEquity (HQY) in Q2 2020, closing a stake of 300 shares — an estimated $15K sold.

Lowe Wealth Advisors first reported a position in HQY in Q1 2020 and held it in 1 quarter. The position peaked at $15K in Q1 2020. 293 funds tracked by Wall St. Rank hold HQY as of Q2 2020.

Lowe Wealth Advisors reported no remaining HealthEquity position as of Q2 2020 after selling out during the quarter.
Lowe Wealth Advisors sold 300 HealthEquity shares in Q2 2020, an estimated $15K.
Lowe Wealth Advisors first reported a position in HealthEquity in Q1 2020 and held it in 1 quarter.
Lowe Wealth Advisors's HealthEquity position peaked at $15K in Q1 2020.
293 funds tracked by Wall St. Rank held HealthEquity as of Q2 2020.

Based on Lowe Wealth Advisors's 13F filing for Q2 2020, filed 8 Jul 2020.