Capital Fund Management (CFM)
HQY icon

Capital Fund Management (CFM)’s HealthEquity HQY Stock Holding History

Capital Fund Management (CFM)’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
2026
Q1 		$4.37M Buy
+52,310
New +$4.29M 0.04% 953
2021
Q4 		– Sell
-17,433
Closed -$1.13M – 1801
2021
Q3 		$1.13M Buy
+17,433
New +$1.21M 0.03% 1150
2018
Q4 		– Hold
0
– – – 2054
2018
Q3 		– Hold
0
– – – 2163
2017
Q4 		– Sell
-23,600
Closed -$1.19M – 1939
2017
Q3 		$1.19M Buy
+23,600
New +$1.1M 0.02% 905
2017
Q2 		– Sell
-21,800
Closed -$925K – 1622
2017
Q1 		$925K Buy
21,800
+13,200
+153% +$584K 0.02% 943
2016
Q4 		$348K Buy
+8,600
New +$332K 0.01% 1387

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