Planned Solutions’s HealthEquity HQY Stock Holding History

Planned Solutions’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	-100	Closed	-$7K	–	208
2020 Q4	$7K	Buy	+100	New	+$6.22K	0.01%	350

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

Planned Solutions's HQY Position: Q1 2021 in Review

Planned Solutions sold out of HealthEquity (HQY) in Q1 2021, closing a stake of 100 shares — an estimated $7K sold.

Planned Solutions first reported a position in HQY in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 285 funds tracked by Wall St. Rank hold HQY as of Q1 2021.

Planned Solutions reported no remaining HealthEquity position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 100 HealthEquity shares in Q1 2021, an estimated $7K.
Planned Solutions first reported a position in HealthEquity in Q4 2020 and held it in 1 quarter.
Planned Solutions's HealthEquity position peaked at $7K in Q4 2020.
285 funds tracked by Wall St. Rank held HealthEquity as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.