Magnus Financial Group’s HealthEquity HQY Stock Holding History

Magnus Financial Group’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 Q3	–	Sell	-3,751	Closed	-$220K	–	459
2020 Q2	$220K	Buy	+3,751	New	+$207K	0.02%	533
2020 Q1	–	Sell	-2,971	Closed	-$220K	–	612
2019 Q4	$220K	Buy	+2,971	New	+$185K	0.03%	450
2019 Q3	–	Sell	-3,346	Closed	-$219K	–	563
2019 Q2	$219K	Buy	+3,346	New	+$233K	0.04%	407

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

JSP

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

ACH

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

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

FAM

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

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

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

Magnus Financial Group's HQY Position: Q3 2020 in Review

Magnus Financial Group sold out of HealthEquity (HQY) in Q3 2020, closing a stake of 3,751 shares — an estimated $220K sold.

Magnus Financial Group first reported a position in HQY in Q2 2019 and held it in 3 quarters. The position peaked at $220K in Q2 2020. 282 funds tracked by Wall St. Rank hold HQY as of Q3 2020.

Magnus Financial Group reported no remaining HealthEquity position as of Q3 2020 after selling out during the quarter.
Magnus Financial Group sold 3,751 HealthEquity shares in Q3 2020, an estimated $220K.
Magnus Financial Group first reported a position in HealthEquity in Q2 2019 and held it in 3 quarters.
Magnus Financial Group's HealthEquity position peaked at $220K in Q2 2020.
282 funds tracked by Wall St. Rank held HealthEquity as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.