Rational Advisors’s HealthEquity HQY Stock Holding History

Rational 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
2020 Q1	–	Sell	-6,690	Closed	-$496K	–	324
2019 Q4	$496K	Sell	6,690 -4,560	-41%	-$284K	0.23%	124
2019 Q3	$643K	Buy	+11,250	New	+$747K	0.25%	120

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rational Advisors's HQY Position: Q1 2020 in Review

Rational Advisors sold out of HealthEquity (HQY) in Q1 2020, closing a stake of 6,690 shares — an estimated $496K sold.

Rational Advisors first reported a position in HQY in Q3 2019 and held it in 2 quarters. The position peaked at $643K in Q3 2019. 288 funds tracked by Wall St. Rank hold HQY as of Q1 2020.

Rational Advisors reported no remaining HealthEquity position as of Q1 2020 after selling out during the quarter.
Rational Advisors sold 6,690 HealthEquity shares in Q1 2020, an estimated $496K.
Rational Advisors first reported a position in HealthEquity in Q3 2019 and held it in 2 quarters.
Rational Advisors's HealthEquity position peaked at $643K in Q3 2019.
288 funds tracked by Wall St. Rank held HealthEquity as of Q1 2020.

Based on Rational Advisors's 13F filing for Q1 2020, filed 12 May 2020.