MAP
HQY icon

Milestone Advisory Partners’s HealthEquity HQY Stock Holding History

Milestone Advisory Partners’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
Q3 		– Sell
-2,835
Closed -$228K – 87
2021
Q2 		$228K Buy
+2,835
New +$216K 0.12% 83

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
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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Milestone Advisory Partners's HQY Position: Q3 2021 in Review

Milestone Advisory Partners sold out of HealthEquity (HQY) in Q3 2021, closing a stake of 2,835 shares — an estimated $228K sold.

Milestone Advisory Partners first reported a position in HQY in Q2 2021 and held it in 1 quarter. The position peaked at $228K in Q2 2021. 286 funds tracked by Wall St. Rank hold HQY as of Q3 2021.

  • Milestone Advisory Partners reported no remaining HealthEquity position as of Q3 2021 after selling out during the quarter.
  • Milestone Advisory Partners sold 2,835 HealthEquity shares in Q3 2021, an estimated $228K.
  • Milestone Advisory Partners first reported a position in HealthEquity in Q2 2021 and held it in 1 quarter.
  • Milestone Advisory Partners's HealthEquity position peaked at $228K in Q2 2021.
  • 286 funds tracked by Wall St. Rank held HealthEquity as of Q3 2021.

Based on Milestone Advisory Partners's 13F filing for Q3 2021, filed 9 Nov 2021.