V Wealth Advisors’s HealthEquity HQY Stock Holding History

V 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
2021 Q2	–	Sell	-6,188	Closed	-$421K	–	471
2021 Q1	$421K	Sell	6,188 -800	-11%	-$62.9K	0.08%	281
2020 Q4	$487K	Sell	6,988 -150	-2%	-$9.33K	0.1%	214
2020 Q3	$367K	Sell	7,138 -1,950	-21%	-$107K	0.25%	105
2020 Q2	$533K	Sell	9,088 -94	-1%	-$5.2K	0.14%	178
2020 Q1	$465K	Buy	+9,182	New	+$610K	0.15%	162

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

V Wealth Advisors's HQY Position: Q2 2021 in Review

V Wealth Advisors sold out of HealthEquity (HQY) in Q2 2021, closing a stake of 6,188 shares — an estimated $421K sold.

V Wealth Advisors first reported a position in HQY in Q1 2020 and held it in 5 quarters. The position peaked at $533K in Q2 2020. 286 funds tracked by Wall St. Rank hold HQY as of Q2 2021.

V Wealth Advisors reported no remaining HealthEquity position as of Q2 2021 after selling out during the quarter.
V Wealth Advisors sold 6,188 HealthEquity shares in Q2 2021, an estimated $421K.
V Wealth Advisors first reported a position in HealthEquity in Q1 2020 and held it in 5 quarters.
V Wealth Advisors's HealthEquity position peaked at $533K in Q2 2020.
286 funds tracked by Wall St. Rank held HealthEquity as of Q2 2021.

Based on V Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.