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Trustmark National Bank Trust Department’s HealthEquity HQY Stock Holding History

Trustmark National Bank Trust Department’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
Q1 		– Sell
-585
Closed -$35K – 607
2018
Q4 		$35K Buy
+585
New +$47.2K ﹤0.01% 373

Other funds holding HQY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Trustmark National Bank Trust Department's HQY Position: Q1 2019 in Review

Trustmark National Bank Trust Department sold out of HealthEquity (HQY) in Q1 2019, closing a stake of 585 shares — an estimated $35K sold.

Trustmark National Bank Trust Department first reported a position in HQY in Q4 2018 and held it in 1 quarter. The position peaked at $35K in Q4 2018. 326 funds tracked by Wall St. Rank hold HQY as of Q1 2019.

  • Trustmark National Bank Trust Department reported no remaining HealthEquity position as of Q1 2019 after selling out during the quarter.
  • Trustmark National Bank Trust Department sold 585 HealthEquity shares in Q1 2019, an estimated $35K.
  • Trustmark National Bank Trust Department first reported a position in HealthEquity in Q4 2018 and held it in 1 quarter.
  • Trustmark National Bank Trust Department's HealthEquity position peaked at $35K in Q4 2018.
  • 326 funds tracked by Wall St. Rank held HealthEquity as of Q1 2019.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2019, filed 13 May 2019.