Strategic Advisors’s HealthEquity HQY Stock Holding History

Strategic Advisors’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	-15,026	Closed	-$1.02M	–	170
2021 Q1	$1.02M	Buy	15,026 +511	+4%	+$40.1K	0.3%	77
2020 Q4	$1.13M	Buy	+14,515	New	+$903K	0.33%	66
2019 Q3	–	Sell	-6,809	Closed	-$445K	–	168
2019 Q2	$445K	Buy	6,809 +2,481	+57%	+$173K	0.17%	109
2019 Q1	$320K	Buy	+4,328	New	+$304K	0.12%	131

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

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Strategic Advisors's HQY Position: Q2 2021 in Review

Strategic Advisors sold out of HealthEquity (HQY) in Q2 2021, closing a stake of 15,026 shares — an estimated $1.02M sold.

Strategic Advisors first reported a position in HQY in Q1 2019 and held it in 4 quarters. The position peaked at $1.13M in Q4 2020. 286 funds tracked by Wall St. Rank hold HQY as of Q2 2021.

Strategic Advisors reported no remaining HealthEquity position as of Q2 2021 after selling out during the quarter.
Strategic Advisors sold 15,026 HealthEquity shares in Q2 2021, an estimated $1.02M.
Strategic Advisors first reported a position in HealthEquity in Q1 2019 and held it in 4 quarters.
Strategic Advisors's HealthEquity position peaked at $1.13M in Q4 2020.
286 funds tracked by Wall St. Rank held HealthEquity as of Q2 2021.

Based on Strategic Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.