NFH
HQY icon

NEXT Financial Holdings’s HealthEquity HQY Stock Holding History

NEXT Financial Holdings’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
Q1 		$34K Buy
+462
New +$32.5K 0.01% 830

Other funds holding HQY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NEXT Financial Holdings's HQY Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in HealthEquity (HQY) in Q1 2019: 462 shares worth $34K. The stake represents 0.01% of the portfolio and ranks #830 among its holdings.

326 funds tracked by Wall St. Rank hold HQY as of Q1 2019.

  • NEXT Financial Holdings held 462 shares of HealthEquity worth $34K as of Q1 2019.
  • HealthEquity was a new NEXT Financial Holdings position in Q1 2019.
  • HealthEquity made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #830 holding.
  • 326 funds tracked by Wall St. Rank held HealthEquity as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.