CFFP
HQY icon

Center for Financial Planning’s HealthEquity HQY Stock Holding History

Center for Financial Planning’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
Q4 		– Sell
-200
Closed -$10K – 475
2020
Q3 		$10K Hold
200
– – ﹤0.01% 304
2020
Q2 		$12K Hold
200
– – ﹤0.01% 297
2020
Q1 		$10K Hold
200
– – ﹤0.01% 323
2019
Q4 		$15K Buy
+200
New +$12.5K ﹤0.01% 283

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Center for Financial Planning's HQY Position: Q4 2020 in Review

Center for Financial Planning sold out of HealthEquity (HQY) in Q4 2020, closing a stake of 200 shares — an estimated $10K sold.

Center for Financial Planning first reported a position in HQY in Q4 2019 and held it in 4 quarters. The position peaked at $15K in Q4 2019. 285 funds tracked by Wall St. Rank hold HQY as of Q4 2020.

  • Center for Financial Planning reported no remaining HealthEquity position as of Q4 2020 after selling out during the quarter.
  • Center for Financial Planning sold 200 HealthEquity shares in Q4 2020, an estimated $10K.
  • Center for Financial Planning first reported a position in HealthEquity in Q4 2019 and held it in 4 quarters.
  • Center for Financial Planning's HealthEquity position peaked at $15K in Q4 2019.
  • 285 funds tracked by Wall St. Rank held HealthEquity as of Q4 2020.

Based on Center for Financial Planning's 13F filing for Q4 2020, filed 9 Feb 2021.