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Valeo Financial Advisors’s HealthEquity HQY Stock Holding History

Valeo 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
2020
Q4 		– Sell
-388
Closed -$20K – 1743
2020
Q3 		$20K Sell
388
-35
-8% -$1.92K ﹤0.01% 916
2020
Q2 		$25K Buy
423
+33
+8% +$1.82K ﹤0.01% 979
2020
Q1 		$19K Buy
390
+8
+2% +$531 ﹤0.01% 911
2019
Q4 		$28K Buy
382
+36
+10% +$2.25K ﹤0.01% 839
2019
Q3 		$20K Buy
346
+140
+68% +$9.29K ﹤0.01% 848
2019
Q2 		$13K Buy
+206
New +$14.3K ﹤0.01% 957

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Valeo Financial Advisors's HQY Position: Q4 2020 in Review

Valeo Financial Advisors sold out of HealthEquity (HQY) in Q4 2020, closing a stake of 388 shares — an estimated $20K sold.

Valeo Financial Advisors first reported a position in HQY in Q2 2019 and held it in 6 quarters. The position peaked at $28K in Q4 2019. 285 funds tracked by Wall St. Rank hold HQY as of Q4 2020.

  • Valeo Financial Advisors reported no remaining HealthEquity position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 388 HealthEquity shares in Q4 2020, an estimated $20K.
  • Valeo Financial Advisors first reported a position in HealthEquity in Q2 2019 and held it in 6 quarters.
  • Valeo Financial Advisors's HealthEquity position peaked at $28K in Q4 2019.
  • 285 funds tracked by Wall St. Rank held HealthEquity as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.