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Proficio Capital Partners’s HealthEquity HQY Stock Holding History

Proficio Capital Partners’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
Q3 		– Sell
-108
Closed -$7K – 757
2019
Q2 		$7K Sell
108
-30
-22% -$2.09K ﹤0.01% 1079
2019
Q1 		$10K Buy
+138
New +$9.7K ﹤0.01% 874

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Proficio Capital Partners's HQY Position: Q3 2019 in Review

Proficio Capital Partners sold out of HealthEquity (HQY) in Q3 2019, closing a stake of 108 shares — an estimated $7K sold.

Proficio Capital Partners first reported a position in HQY in Q1 2019 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 303 funds tracked by Wall St. Rank hold HQY as of Q3 2019.

  • Proficio Capital Partners reported no remaining HealthEquity position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 108 HealthEquity shares in Q3 2019, an estimated $7K.
  • Proficio Capital Partners first reported a position in HealthEquity in Q1 2019 and held it in 2 quarters.
  • Proficio Capital Partners's HealthEquity position peaked at $10K in Q1 2019.
  • 303 funds tracked by Wall St. Rank held HealthEquity as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.