YWP
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YorkBridge Wealth Partners’s HealthEquity HQY Stock Holding History

YorkBridge Wealth 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
2018
Q3 		– Sell
-43
Closed -$3K – 791
2018
Q2 		$3K Hold
43
– – ﹤0.01% 732
2018
Q1 		$3K Sell
43
-1
-2% -$54 ﹤0.01% 720
2017
Q4 		$2K Buy
44
+12
+38% +$594 ﹤0.01% 800
2017
Q3 		$2K Buy
+32
New +$1.49K ﹤0.01% 780

Other funds holding HQY

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

YorkBridge Wealth Partners's HQY Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of HealthEquity (HQY) in Q3 2018, closing a stake of 43 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in HQY in Q3 2017 and held it in 4 quarters. The position peaked at $3K in Q2 2018. 309 funds tracked by Wall St. Rank hold HQY as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining HealthEquity position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 43 HealthEquity shares in Q3 2018, an estimated $3K.
  • YorkBridge Wealth Partners first reported a position in HealthEquity in Q3 2017 and held it in 4 quarters.
  • YorkBridge Wealth Partners's HealthEquity position peaked at $3K in Q2 2018.
  • 309 funds tracked by Wall St. Rank held HealthEquity as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.