Navellier & Associates’s HealthEquity HQY Stock Holding History

Navellier & Associates’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
2019 Q4	–	Sell	-4,224	Closed	-$241K	–	300
2019 Q3	$241K	Buy	4,224 +21	+0.5%	+$1.39K	0.04%	241
2019 Q2	$275K	Sell	4,203 -31	-0.7%	-$2.16K	0.04%	221
2019 Q1	$313K	Buy	4,234 +161	+4%	+$11.3K	0.05%	188
2018 Q4	$243K	Sell	4,073 -177	-4%	-$14.3K	0.04%	196
2018 Q3	$401K	Buy	+4,250	New	+$366K	0.05%	211

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JSP

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

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Navellier & Associates's HQY Position: Q4 2019 in Review

Navellier & Associates sold out of HealthEquity (HQY) in Q4 2019, closing a stake of 4,224 shares — an estimated $241K sold.

Navellier & Associates first reported a position in HQY in Q3 2018 and held it in 5 quarters. The position peaked at $401K in Q3 2018. 317 funds tracked by Wall St. Rank hold HQY as of Q4 2019.

Navellier & Associates reported no remaining HealthEquity position as of Q4 2019 after selling out during the quarter.
Navellier & Associates sold 4,224 HealthEquity shares in Q4 2019, an estimated $241K.
Navellier & Associates first reported a position in HealthEquity in Q3 2018 and held it in 5 quarters.
Navellier & Associates's HealthEquity position peaked at $401K in Q3 2018.
317 funds tracked by Wall St. Rank held HealthEquity as of Q4 2019.

Based on Navellier & Associates's 13F filing for Q4 2019, filed 12 Feb 2020.