WealthShield Partners’s HealthEquity HQY Stock Holding History

WealthShield 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	-433	Closed	-$29K	–	931
2021 Q1	$29K	Buy	+433	New	+$34K	0.01%	581

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

WealthShield Partners's HQY Position: Q2 2021 in Review

WealthShield Partners sold out of HealthEquity (HQY) in Q2 2021, closing a stake of 433 shares — an estimated $29K sold.

WealthShield Partners first reported a position in HQY in Q1 2021 and held it in 1 quarter. The position peaked at $29K in Q1 2021. 286 funds tracked by Wall St. Rank hold HQY as of Q2 2021.

WealthShield Partners reported no remaining HealthEquity position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 433 HealthEquity shares in Q2 2021, an estimated $29K.
WealthShield Partners first reported a position in HealthEquity in Q1 2021 and held it in 1 quarter.
WealthShield Partners's HealthEquity position peaked at $29K in Q1 2021.
286 funds tracked by Wall St. Rank held HealthEquity as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.