CIA
HQY icon

CSat Investment Advisory’s HealthEquity HQY Stock Holding History

CSat Investment Advisory’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
-226
Closed -$12K – 721
2020
Q3 		$12K Buy
226
+34
+18% +$1.87K ﹤0.01% 1004
2020
Q2 		$11K Sell
192
-37
-16% -$2.05K ﹤0.01% 1012
2020
Q1 		$12K Buy
229
+44
+24% +$2.92K ﹤0.01% 858
2019
Q4 		$14K Sell
185
-949
-84% -$59.2K ﹤0.01% 891
2019
Q3 		$65K Buy
1,134
+111
+11% +$7.37K 0.02% 411
2019
Q2 		$67K Buy
+1,023
New +$71.2K 0.02% 379

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

CSat Investment Advisory's HQY Position: Q4 2020 in Review

CSat Investment Advisory sold out of HealthEquity (HQY) in Q4 2020, closing a stake of 226 shares — an estimated $12K sold.

CSat Investment Advisory first reported a position in HQY in Q2 2019 and held it in 6 quarters. The position peaked at $67K in Q2 2019. 285 funds tracked by Wall St. Rank hold HQY as of Q4 2020.

  • CSat Investment Advisory reported no remaining HealthEquity position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 226 HealthEquity shares in Q4 2020, an estimated $12K.
  • CSat Investment Advisory first reported a position in HealthEquity in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's HealthEquity position peaked at $67K in Q2 2019.
  • 285 funds tracked by Wall St. Rank held HealthEquity as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.