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Taylor Wealth Management Partners’s HealthEquity HQY Stock Holding History

Taylor Wealth Management Partners’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
Q4 		– Sell
-3,359
Closed -$218K – 66
2021
Q3 		$218K Hold
3,359
– – 0.08% 65
2021
Q2 		$270K Buy
+3,359
New +$256K 0.1% 60

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Taylor Wealth Management Partners's HQY Position: Q4 2021 in Review

Taylor Wealth Management Partners sold out of HealthEquity (HQY) in Q4 2021, closing a stake of 3,359 shares — an estimated $218K sold.

Taylor Wealth Management Partners first reported a position in HQY in Q2 2021 and held it in 2 quarters. The position peaked at $270K in Q2 2021. 282 funds tracked by Wall St. Rank hold HQY as of Q4 2021.

  • Taylor Wealth Management Partners reported no remaining HealthEquity position as of Q4 2021 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 3,359 HealthEquity shares in Q4 2021, an estimated $218K.
  • Taylor Wealth Management Partners first reported a position in HealthEquity in Q2 2021 and held it in 2 quarters.
  • Taylor Wealth Management Partners's HealthEquity position peaked at $270K in Q2 2021.
  • 282 funds tracked by Wall St. Rank held HealthEquity as of Q4 2021.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2021, filed 28 Jan 2022.