Oppenheimer & Co’s HealthEquity HQY Stock Holding History

Oppenheimer & Co’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	–	Sell	-12,771	Closed	-$762K	–	1365
2018 Q4	$762K	Buy	+12,771	New	+$1.03M	0.02%	599

Other funds holding HQY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Oppenheimer & Co's HQY Position: Q1 2019 in Review

Oppenheimer & Co sold out of HealthEquity (HQY) in Q1 2019, closing a stake of 12,771 shares — an estimated $762K sold.

Oppenheimer & Co first reported a position in HQY in Q4 2018 and held it in 1 quarter. The position peaked at $762K in Q4 2018. 326 funds tracked by Wall St. Rank hold HQY as of Q1 2019.

Oppenheimer & Co reported no remaining HealthEquity position as of Q1 2019 after selling out during the quarter.
Oppenheimer & Co sold 12,771 HealthEquity shares in Q1 2019, an estimated $762K.
Oppenheimer & Co first reported a position in HealthEquity in Q4 2018 and held it in 1 quarter.
Oppenheimer & Co's HealthEquity position peaked at $762K in Q4 2018.
326 funds tracked by Wall St. Rank held HealthEquity as of Q1 2019.

Based on Oppenheimer & Co's 13F filing for Q1 2019, filed 24 Apr 2019.