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Wealthspire Advisors (Maryland)’s HealthEquity HQY Stock Holding History

Wealthspire Advisors (Maryland)’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
-322
Closed -$24K – 1135
2019
Q1 		$24K Sell
322
-16
-5% -$1.13K ﹤0.01% 1199
2018
Q4 		$20K Buy
338
+194
+135% +$15.6K ﹤0.01% 1205
2018
Q3 		$14K Buy
144
+25
+21% +$2.15K ﹤0.01% 1423
2018
Q2 		$9K Buy
119
+13
+12% +$934 ﹤0.01% 1581
2018
Q1 		$6K Buy
106
+22
+26% +$1.19K ﹤0.01% 1734
2017
Q4 		$4K Buy
84
+49
+140% +$2.43K ﹤0.01% 1903
2017
Q3 		$2K Buy
35
+8
+30% +$372 ﹤0.01% 1986
2017
Q2 		$1K Buy
+27
New +$1.26K ﹤0.01% 2090

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

Wealthspire Advisors (Maryland)'s HQY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of HealthEquity (HQY) in Q2 2019, closing a stake of 322 shares — an estimated $24K sold.

Wealthspire Advisors (Maryland) first reported a position in HQY in Q2 2017 and held it in 8 quarters. The position peaked at $24K in Q1 2019. 325 funds tracked by Wall St. Rank hold HQY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining HealthEquity position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 322 HealthEquity shares in Q2 2019, an estimated $24K.
  • Wealthspire Advisors (Maryland) first reported a position in HealthEquity in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s HealthEquity position peaked at $24K in Q1 2019.
  • 325 funds tracked by Wall St. Rank held HealthEquity as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.