RBC Europe’s HealthEquity HQY Stock Holding History

RBC Europe’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 Q2	–	Sell	-245	Closed	-$12.4K	–	1077
2020 Q1	$12.4K	Hold	245	–	–	﹤0.01%	651
2019 Q4	$18.1K	Hold	245	–	–	﹤0.01%	670
2019 Q3	$14K	Buy	+245	New	+$16.3K	﹤0.01%	718

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

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

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

JSP

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

FAM

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

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

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

RBC Europe's HQY Position: Q2 2020 in Review

RBC Europe sold out of HealthEquity (HQY) in Q2 2020, closing a stake of 245 shares — an estimated $12.4K sold.

RBC Europe first reported a position in HQY in Q3 2019 and held it in 3 quarters. The position peaked at $18.1K in Q4 2019. 293 funds tracked by Wall St. Rank hold HQY as of Q2 2020.

RBC Europe reported no remaining HealthEquity position as of Q2 2020 after selling out during the quarter.
RBC Europe sold 245 HealthEquity shares in Q2 2020, an estimated $12.4K.
RBC Europe first reported a position in HealthEquity in Q3 2019 and held it in 3 quarters.
RBC Europe's HealthEquity position peaked at $18.1K in Q4 2019.
293 funds tracked by Wall St. Rank held HealthEquity as of Q2 2020.

Based on RBC Europe's 13F filing for Q2 2020, filed 9 Nov 2023.