Wealthcare Advisory Partners’s HealthEquity HQY Stock Holding History

Wealthcare Advisory Partners’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	-200	Closed	-$14K	–	1127
2021 Q1	$14K	Buy	+200	New	+$15.7K	﹤0.01%	1338
2020 Q2	–	Sell	-200	Closed	-$10K	–	791
2020 Q1	$10K	Buy	200 +89	+80%	+$5.91K	﹤0.01%	922
2019 Q4	$8K	Sell	111 -100	-47%	-$6.24K	﹤0.01%	1001
2019 Q3	$12K	Hold	211	–	–	﹤0.01%	879
2019 Q2	$14K	Hold	211	–	–	﹤0.01%	816
2019 Q1	$16K	Hold	211	–	–	﹤0.01%	711
2018 Q4	$13K	Hold	211	–	–	﹤0.01%	726
2018 Q3	$20K	Hold	211	–	–	﹤0.01%	671
2018 Q2	$16K	Buy	+211	New	+$15.2K	﹤0.01%	722

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

Wealthcare Advisory Partners's HQY Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of HealthEquity (HQY) in Q2 2021, closing a stake of 200 shares — an estimated $14K sold.

Wealthcare Advisory Partners first reported a position in HQY in Q2 2018 and held it in 9 quarters. The position peaked at $20K in Q3 2018. 286 funds tracked by Wall St. Rank hold HQY as of Q2 2021.

Wealthcare Advisory Partners reported no remaining HealthEquity position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 200 HealthEquity shares in Q2 2021, an estimated $14K.
Wealthcare Advisory Partners first reported a position in HealthEquity in Q2 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's HealthEquity position peaked at $20K in Q3 2018.
286 funds tracked by Wall St. Rank held HealthEquity as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.