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Washington Trust Bank’s HealthEquity HQY Stock Holding History

Washington Trust Bank’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
Q2 		– Sell
-266
Closed -$20K – 354
2019
Q1 		$20K Hold
266
– – ﹤0.01% 440
2018
Q4 		$16K Sell
266
-51
-16% -$4.11K ﹤0.01% 452
2018
Q3 		$30K Buy
+317
New +$27.3K ﹤0.01% 434

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Washington Trust Bank's HQY Position: Q2 2019 in Review

Washington Trust Bank sold out of HealthEquity (HQY) in Q2 2019, closing a stake of 266 shares — an estimated $20K sold.

Washington Trust Bank first reported a position in HQY in Q3 2018 and held it in 3 quarters. The position peaked at $30K in Q3 2018. 325 funds tracked by Wall St. Rank hold HQY as of Q2 2019.

  • Washington Trust Bank reported no remaining HealthEquity position as of Q2 2019 after selling out during the quarter.
  • Washington Trust Bank sold 266 HealthEquity shares in Q2 2019, an estimated $20K.
  • Washington Trust Bank first reported a position in HealthEquity in Q3 2018 and held it in 3 quarters.
  • Washington Trust Bank's HealthEquity position peaked at $30K in Q3 2018.
  • 325 funds tracked by Wall St. Rank held HealthEquity as of Q2 2019.

Based on Washington Trust Bank's 13F filing for Q2 2019, filed 26 Jul 2019.