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Wagner Wealth Management (South Carolina)’s HealthEquity HQY Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$1K Hold
10
– – ﹤0.01% 620
2018
Q2 		$1K Hold
10
– – ﹤0.01% 587
2018
Q1 		$1K Buy
+10
New +$541 ﹤0.01% 546
2017
Q4 		– Hold
0
– – – 728

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s HQY Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its HealthEquity (HQY) position steady in Q3 2018 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Wagner Wealth Management (South Carolina) first reported a position in HQY in Q1 2018 and has held it in 3 quarters since. 309 funds tracked by Wall St. Rank hold HQY as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 10 shares of HealthEquity worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its HealthEquity share count unchanged in Q3 2018.
  • HealthEquity made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #620 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in HealthEquity in Q1 2018 and has held it in 3 quarters since.
  • 309 funds tracked by Wall St. Rank held HealthEquity as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.