OIA
HQY icon

OneDigital Investment Advisors’s HealthEquity HQY Stock Holding History

OneDigital Investment Advisors’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
2018
Q4 		– Sell
-649
Closed -$61K – 1182
2018
Q3 		$61K Buy
649
+199
+44% +$17.1K 0.01% 371
2018
Q2 		$34K Buy
+450
New +$32.3K 0.01% 613

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

OneDigital Investment Advisors's HQY Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of HealthEquity (HQY) in Q4 2018, closing a stake of 649 shares — an estimated $61K sold.

OneDigital Investment Advisors first reported a position in HQY in Q2 2018 and held it in 2 quarters. The position peaked at $61K in Q3 2018. 310 funds tracked by Wall St. Rank hold HQY as of Q4 2018.

  • OneDigital Investment Advisors reported no remaining HealthEquity position as of Q4 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 649 HealthEquity shares in Q4 2018, an estimated $61K.
  • OneDigital Investment Advisors first reported a position in HealthEquity in Q2 2018 and held it in 2 quarters.
  • OneDigital Investment Advisors's HealthEquity position peaked at $61K in Q3 2018.
  • 310 funds tracked by Wall St. Rank held HealthEquity as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.