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Sound Income Strategies’s HealthEquity HQY Stock Holding History

Sound Income Strategies’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
2021
Q2 		– Sell
-80
Closed -$5.44K – 946
2021
Q1 		$5.44K Hold
80
– – ﹤0.01% 606
2020
Q4 		$6K Hold
80
– – ﹤0.01% 553
2020
Q3 		$4K Hold
80
– – ﹤0.01% 577
2020
Q2 		$5K Hold
80
– – ﹤0.01% 503
2020
Q1 		$4K Hold
80
– – ﹤0.01% 487
2019
Q4 		$6K Sell
80
-8
-9% -$499 ﹤0.01% 428
2019
Q3 		$5K Buy
88
+8
+10% +$531 ﹤0.01% 425
2019
Q2 		$5K Buy
+80
New +$5.57K ﹤0.01% 440

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Sound Income Strategies's HQY Position: Q2 2021 in Review

Sound Income Strategies sold out of HealthEquity (HQY) in Q2 2021, closing a stake of 80 shares — an estimated $5.44K sold.

Sound Income Strategies first reported a position in HQY in Q2 2019 and held it in 8 quarters. The position peaked at $6K in Q4 2020. 286 funds tracked by Wall St. Rank hold HQY as of Q2 2021.

  • Sound Income Strategies reported no remaining HealthEquity position as of Q2 2021 after selling out during the quarter.
  • Sound Income Strategies sold 80 HealthEquity shares in Q2 2021, an estimated $5.44K.
  • Sound Income Strategies first reported a position in HealthEquity in Q2 2019 and held it in 8 quarters.
  • Sound Income Strategies's HealthEquity position peaked at $6K in Q4 2020.
  • 286 funds tracked by Wall St. Rank held HealthEquity as of Q2 2021.

Based on Sound Income Strategies's 13F filing for Q2 2021, filed 13 Jul 2021.