Regions Financial Corp’s HealthEquity HQY Stock Holding History

Regions Financial Corp’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	-5,412	Closed	-$274K	–	839
2020 Q1	$274K	Sell	5,412 -762	-12%	-$50.6K	﹤0.01%	610
2019 Q4	$457K	Buy	6,174 +335	+6%	+$20.9K	﹤0.01%	553
2019 Q3	$334K	Buy	5,839 +1,885	+48%	+$125K	﹤0.01%	612
2019 Q2	$258K	Sell	3,954 -128	-3%	-$8.91K	﹤0.01%	706
2019 Q1	$302K	Buy	4,082 +1,221	+43%	+$85.8K	﹤0.01%	665
2018 Q4	$170K	Buy	+2,861	New	+$231K	﹤0.01%	807

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

Regions Financial Corp's HQY Position: Q2 2020 in Review

Regions Financial Corp sold out of HealthEquity (HQY) in Q2 2020, closing a stake of 5,412 shares — an estimated $274K sold.

Regions Financial Corp first reported a position in HQY in Q4 2018 and held it in 6 quarters. The position peaked at $457K in Q4 2019. 293 funds tracked by Wall St. Rank hold HQY as of Q2 2020.

Regions Financial Corp reported no remaining HealthEquity position as of Q2 2020 after selling out during the quarter.
Regions Financial Corp sold 5,412 HealthEquity shares in Q2 2020, an estimated $274K.
Regions Financial Corp first reported a position in HealthEquity in Q4 2018 and held it in 6 quarters.
Regions Financial Corp's HealthEquity position peaked at $457K in Q4 2019.
293 funds tracked by Wall St. Rank held HealthEquity as of Q2 2020.

Based on Regions Financial Corp's 13F filing for Q2 2020, filed 27 Jul 2020.