CAAS
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Capital Asset Advisory Services’s HealthEquity HQY Stock Holding History

Capital Asset 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
2021
Q1 		– Sell
-196
Closed -$14K – 1026
2020
Q4 		$14K Buy
+196
New +$12.2K ﹤0.01% 985

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Capital Asset Advisory Services's HQY Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of HealthEquity (HQY) in Q1 2021, closing a stake of 196 shares — an estimated $14K sold.

Capital Asset Advisory Services first reported a position in HQY in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 285 funds tracked by Wall St. Rank hold HQY as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining HealthEquity position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 196 HealthEquity shares in Q1 2021, an estimated $14K.
  • Capital Asset Advisory Services first reported a position in HealthEquity in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's HealthEquity position peaked at $14K in Q4 2020.
  • 285 funds tracked by Wall St. Rank held HealthEquity as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.