World Asset Management’s HealthEquity HQY Stock Holding History

World Asset Management’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 Q3	–	Sell	-2,897	Closed	-$233K	–	851
2021 Q2	$233K	Sell	2,897 -101	-3%	-$7.7K	0.02%	792
2021 Q1	$228K	Buy	2,998 +13	+0.4%	+$1.02K	0.02%	811
2020 Q4	$208K	Buy	+2,985	New	+$186K	0.02%	794
2020 Q1	–	Sell	-2,899	Closed	-$215K	–	994
2019 Q4	$215K	Buy	+2,899	New	+$181K	0.01%	953
2018 Q4	–	Sell	-2,699	Closed	-$255K	–	1142
2018 Q3	$255K	Buy	+2,699	New	+$233K	0.01%	1022

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

World Asset Management's HQY Position: Q3 2021 in Review

World Asset Management sold out of HealthEquity (HQY) in Q3 2021, closing a stake of 2,897 shares — an estimated $233K sold.

World Asset Management first reported a position in HQY in Q3 2018 and held it in 5 quarters. The position peaked at $255K in Q3 2018. 286 funds tracked by Wall St. Rank hold HQY as of Q3 2021.

World Asset Management reported no remaining HealthEquity position as of Q3 2021 after selling out during the quarter.
World Asset Management sold 2,897 HealthEquity shares in Q3 2021, an estimated $233K.
World Asset Management first reported a position in HealthEquity in Q3 2018 and held it in 5 quarters.
World Asset Management's HealthEquity position peaked at $255K in Q3 2018.
286 funds tracked by Wall St. Rank held HealthEquity as of Q3 2021.

Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.