Next Financial Group’s HealthEquity HQY Stock Holding History

Next 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
2021 Q1	–	Sell	-95	Closed	-$7K	–	2577
2020 Q4	$7K	Sell	95 -221	-70%	-$13.7K	﹤0.01%	1886
2020 Q3	$16K	Buy	+316	New	+$17.4K	﹤0.01%	1487
2019 Q4	–	Sell	-21	Closed	-$1K	–	2432
2019 Q3	$1K	Hold	21	–	–	﹤0.01%	2223
2019 Q2	$1K	Sell	21 -441	-95%	-$30.7K	﹤0.01%	2218
2019 Q1	$34K	Buy	+462	New	+$32.5K	0.01%	830
2016 Q4	–	Sell	-1,525	Closed	-$58K	–	2429
2016 Q3	$58K	Buy	+1,525	New	+$48.3K	0.01%	883

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

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

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

Next Financial Group's HQY Position: Q1 2021 in Review

Next Financial Group sold out of HealthEquity (HQY) in Q1 2021, closing a stake of 95 shares — an estimated $7K sold.

Next Financial Group first reported a position in HQY in Q3 2016 and held it in 6 quarters. The position peaked at $58K in Q3 2016. 285 funds tracked by Wall St. Rank hold HQY as of Q1 2021.

Next Financial Group reported no remaining HealthEquity position as of Q1 2021 after selling out during the quarter.
Next Financial Group sold 95 HealthEquity shares in Q1 2021, an estimated $7K.
Next Financial Group first reported a position in HealthEquity in Q3 2016 and held it in 6 quarters.
Next Financial Group's HealthEquity position peaked at $58K in Q3 2016.
285 funds tracked by Wall St. Rank held HealthEquity as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.