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Allred Capital Management’s HealthEquity HQY Stock Holding History

Allred Capital 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
Q2 		– Sell
-30
Closed -$2.04K – 439
2021
Q1 		$2.04K Buy
+30
New +$2.36K ﹤0.01% 791

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Allred Capital Management's HQY Position: Q2 2021 in Review

Allred Capital Management sold out of HealthEquity (HQY) in Q2 2021, closing a stake of 30 shares — an estimated $2.04K sold.

Allred Capital Management first reported a position in HQY in Q1 2021 and held it in 1 quarter. The position peaked at $2.04K in Q1 2021. 286 funds tracked by Wall St. Rank hold HQY as of Q2 2021.

  • Allred Capital Management reported no remaining HealthEquity position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 30 HealthEquity shares in Q2 2021, an estimated $2.04K.
  • Allred Capital Management first reported a position in HealthEquity in Q1 2021 and held it in 1 quarter.
  • Allred Capital Management's HealthEquity position peaked at $2.04K in Q1 2021.
  • 286 funds tracked by Wall St. Rank held HealthEquity as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.