Westover Capital Advisors’s HealthEquity HQY Stock Holding History

Westover Capital Advisors’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 Q1	–	Sell	-11,432	Closed	-$847K	–	131
2019 Q4	$847K	Sell	11,432 -131	-1%	-$8.17K	0.38%	63
2019 Q3	$661K	Sell	11,563 -1,093	-9%	-$72.5K	0.31%	70
2019 Q2	$828K	Sell	12,656 -1,184	-9%	-$82.4K	0.41%	62
2019 Q1	$1.02M	Sell	13,840 -161	-1%	-$11.3K	0.53%	53
2018 Q4	$835K	Sell	14,001 -358	-2%	-$28.9K	0.52%	56
2018 Q3	$1.36M	Sell	14,359 -175	-1%	-$15.1K	0.69%	50
2018 Q2	$1.09M	Sell	14,534 -515	-3%	-$37K	0.59%	54
2018 Q1	$911K	Hold	15,049	–	–	0.5%	57
2017 Q4	$702K	Buy	+15,049	New	+$745K	0.39%	75

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Westover Capital Advisors's HQY Position: Q1 2020 in Review

Westover Capital Advisors sold out of HealthEquity (HQY) in Q1 2020, closing a stake of 11,432 shares — an estimated $847K sold.

Westover Capital Advisors first reported a position in HQY in Q4 2017 and held it in 9 quarters. The position peaked at $1.36M in Q3 2018. 288 funds tracked by Wall St. Rank hold HQY as of Q1 2020.

Westover Capital Advisors reported no remaining HealthEquity position as of Q1 2020 after selling out during the quarter.
Westover Capital Advisors sold 11,432 HealthEquity shares in Q1 2020, an estimated $847K.
Westover Capital Advisors first reported a position in HealthEquity in Q4 2017 and held it in 9 quarters.
Westover Capital Advisors's HealthEquity position peaked at $1.36M in Q3 2018.
288 funds tracked by Wall St. Rank held HealthEquity as of Q1 2020.

Based on Westover Capital Advisors's 13F filing for Q1 2020, filed 18 May 2020.