UCFA
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United Capital Financial Advisors’s HealthEquity HQY Stock Holding History

United Capital Financial 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
2019
Q4 		– Sell
-14,664
Closed -$838K – 1396
2019
Q3 		$838K Buy
14,664
+3,988
+37% +$265K 0.01% 796
2019
Q2 		$698K Buy
10,676
+751
+8% +$52.3K ﹤0.01% 925
2019
Q1 		$734K Buy
9,925
+1,799
+22% +$126K 0.01% 863
2018
Q4 		$485K Buy
+8,126
New +$655K ﹤0.01% 929

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

United Capital Financial Advisors's HQY Position: Q4 2019 in Review

United Capital Financial Advisors sold out of HealthEquity (HQY) in Q4 2019, closing a stake of 14,664 shares — an estimated $838K sold.

United Capital Financial Advisors first reported a position in HQY in Q4 2018 and held it in 4 quarters. The position peaked at $838K in Q3 2019. 317 funds tracked by Wall St. Rank hold HQY as of Q4 2019.

  • United Capital Financial Advisors reported no remaining HealthEquity position as of Q4 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 14,664 HealthEquity shares in Q4 2019, an estimated $838K.
  • United Capital Financial Advisors first reported a position in HealthEquity in Q4 2018 and held it in 4 quarters.
  • United Capital Financial Advisors's HealthEquity position peaked at $838K in Q3 2019.
  • 317 funds tracked by Wall St. Rank held HealthEquity as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.