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Weaver Consulting Group’s HealthEquity HQY Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-500
Closed -$26K – 461
2020
Q3 		$26K Hold
500
– – 0.02% 363
2020
Q2 		$29K Buy
+500
New +$27.6K 0.02% 325

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Weaver Consulting Group's HQY Position: Q4 2020 in Review

Weaver Consulting Group sold out of HealthEquity (HQY) in Q4 2020, closing a stake of 500 shares — an estimated $26K sold.

Weaver Consulting Group first reported a position in HQY in Q2 2020 and held it in 2 quarters. The position peaked at $29K in Q2 2020. 285 funds tracked by Wall St. Rank hold HQY as of Q4 2020.

  • Weaver Consulting Group reported no remaining HealthEquity position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 500 HealthEquity shares in Q4 2020, an estimated $26K.
  • Weaver Consulting Group first reported a position in HealthEquity in Q2 2020 and held it in 2 quarters.
  • Weaver Consulting Group's HealthEquity position peaked at $29K in Q2 2020.
  • 285 funds tracked by Wall St. Rank held HealthEquity as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.