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TRUE Private Wealth Advisors’s HealthEquity HQY Stock Holding History

TRUE Private Wealth 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
2018
Q3 		– Sell
-4,039
Closed -$303K – 1102
2018
Q2 		$303K Buy
+4,039
New +$290K 0.05% 206

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

TRUE Private Wealth Advisors's HQY Position: Q3 2018 in Review

TRUE Private Wealth Advisors sold out of HealthEquity (HQY) in Q3 2018, closing a stake of 4,039 shares — an estimated $303K sold.

TRUE Private Wealth Advisors first reported a position in HQY in Q2 2018 and held it in 1 quarter. The position peaked at $303K in Q2 2018. 309 funds tracked by Wall St. Rank hold HQY as of Q3 2018.

  • TRUE Private Wealth Advisors reported no remaining HealthEquity position as of Q3 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 4,039 HealthEquity shares in Q3 2018, an estimated $303K.
  • TRUE Private Wealth Advisors first reported a position in HealthEquity in Q2 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's HealthEquity position peaked at $303K in Q2 2018.
  • 309 funds tracked by Wall St. Rank held HealthEquity as of Q3 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.