Simplicity Solutions’s HealthEquity HQY Stock Holding History

Simplicity 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
2020 Q1	–	Sell	-2,844	Closed	-$211K	–	797
2019 Q4	$211K	Sell	2,844 -1,781	-39%	-$111K	0.01%	784
2019 Q3	$264K	Sell	4,625 -1,430	-24%	-$94.9K	0.01%	589
2019 Q2	$396K	Buy	6,055 +1,656	+38%	+$115K	0.02%	421
2019 Q1	$325K	Buy	+4,399	New	+$309K	0.02%	510
2018 Q4	–	Sell	-4,738	Closed	-$448K	–	688
2018 Q3	$448K	Buy	4,738 +1,972	+71%	+$170K	0.03%	289
2018 Q2	$207K	Buy	+2,766	New	+$199K	0.01%	464

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

Simplicity Solutions's HQY Position: Q1 2020 in Review

Simplicity Solutions sold out of HealthEquity (HQY) in Q1 2020, closing a stake of 2,844 shares — an estimated $211K sold.

Simplicity Solutions first reported a position in HQY in Q2 2018 and held it in 6 quarters. The position peaked at $448K in Q3 2018. 288 funds tracked by Wall St. Rank hold HQY as of Q1 2020.

Simplicity Solutions reported no remaining HealthEquity position as of Q1 2020 after selling out during the quarter.
Simplicity Solutions sold 2,844 HealthEquity shares in Q1 2020, an estimated $211K.
Simplicity Solutions first reported a position in HealthEquity in Q2 2018 and held it in 6 quarters.
Simplicity Solutions's HealthEquity position peaked at $448K in Q3 2018.
288 funds tracked by Wall St. Rank held HealthEquity as of Q1 2020.

Based on Simplicity Solutions's 13F filing for Q1 2020, filed 15 May 2020.