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Starfire Investment Advisers’s HealthEquity HQY Stock Holding History

Starfire Investment Advisers’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
2019
Q3 		– Sell
-4,000
Closed -$261K – 176
2019
Q2 		$261K Hold
4,000
– – 0.12% 138
2019
Q1 		$295K Hold
4,000
– – 0.14% 126
2018
Q4 		$238K Buy
+4,000
New +$322K 0.13% 128

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Starfire Investment Advisers's HQY Position: Q3 2019 in Review

Starfire Investment Advisers sold out of HealthEquity (HQY) in Q3 2019, closing a stake of 4,000 shares — an estimated $261K sold.

Starfire Investment Advisers first reported a position in HQY in Q4 2018 and held it in 3 quarters. The position peaked at $295K in Q1 2019. 303 funds tracked by Wall St. Rank hold HQY as of Q3 2019.

  • Starfire Investment Advisers reported no remaining HealthEquity position as of Q3 2019 after selling out during the quarter.
  • Starfire Investment Advisers sold 4,000 HealthEquity shares in Q3 2019, an estimated $261K.
  • Starfire Investment Advisers first reported a position in HealthEquity in Q4 2018 and held it in 3 quarters.
  • Starfire Investment Advisers's HealthEquity position peaked at $295K in Q1 2019.
  • 303 funds tracked by Wall St. Rank held HealthEquity as of Q3 2019.

Based on Starfire Investment Advisers's 13F filing for Q3 2019, filed 15 Oct 2019.