VAIA
HQY icon

Virtus Alternative Investment Advisers’s HealthEquity HQY Stock Holding History

Virtus Alternative Investment Advisers’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
Q1 		– Sell
-144
Closed -$11K – 252
2019
Q4 		$11K Buy
+144
New +$8.98K 0.17% 15

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Virtus Alternative Investment Advisers's HQY Position: Q1 2020 in Review

Virtus Alternative Investment Advisers sold out of HealthEquity (HQY) in Q1 2020, closing a stake of 144 shares — an estimated $11K sold.

Virtus Alternative Investment Advisers first reported a position in HQY in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 288 funds tracked by Wall St. Rank hold HQY as of Q1 2020.

  • Virtus Alternative Investment Advisers reported no remaining HealthEquity position as of Q1 2020 after selling out during the quarter.
  • Virtus Alternative Investment Advisers sold 144 HealthEquity shares in Q1 2020, an estimated $11K.
  • Virtus Alternative Investment Advisers first reported a position in HealthEquity in Q4 2019 and held it in 1 quarter.
  • Virtus Alternative Investment Advisers's HealthEquity position peaked at $11K in Q4 2019.
  • 288 funds tracked by Wall St. Rank held HealthEquity as of Q1 2020.

Based on Virtus Alternative Investment Advisers's 13F filing for Q1 2020, filed 15 May 2020.