Capital Advisory Group Advisory Services’s HealthEquity HQY Stock Holding History

Capital Advisory Group Advisory Services’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 Q3	–	Sell	-2,465	Closed	-$145K	–	504
2020 Q2	$145K	Buy	+2,465	New	+$136K	0.08%	163
2020 Q1	–	Sell	-3,543	Closed	-$262K	–	452
2019 Q4	$262K	Buy	3,543 +3,358	+1,815%	+$209K	0.14%	88
2019 Q3	$10K	Buy	185 +73	+65%	+$4.84K	0.01%	281
2019 Q2	$8K	Buy	+112	New	+$7.8K	0.01%	304

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

JSP

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

FAM

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

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

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

Capital Advisory Group Advisory Services's HQY Position: Q3 2020 in Review

Capital Advisory Group Advisory Services sold out of HealthEquity (HQY) in Q3 2020, closing a stake of 2,465 shares — an estimated $145K sold.

Capital Advisory Group Advisory Services first reported a position in HQY in Q2 2019 and held it in 4 quarters. The position peaked at $262K in Q4 2019. 282 funds tracked by Wall St. Rank hold HQY as of Q3 2020.

Capital Advisory Group Advisory Services reported no remaining HealthEquity position as of Q3 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 2,465 HealthEquity shares in Q3 2020, an estimated $145K.
Capital Advisory Group Advisory Services first reported a position in HealthEquity in Q2 2019 and held it in 4 quarters.
Capital Advisory Group Advisory Services's HealthEquity position peaked at $262K in Q4 2019.
282 funds tracked by Wall St. Rank held HealthEquity as of Q3 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2020, filed 16 Nov 2020.