Kings Point Capital Management’s HealthEquity HQY Stock Holding History

Kings Point Capital Management’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
2022 Q1	$34K	Hold	500	–	–	﹤0.01%	400
2021 Q4	$22K	Hold	500	–	–	﹤0.01%	521
2021 Q3	$32K	Hold	500	–	–	﹤0.01%	421
2021 Q2	$40K	Hold	500	–	–	﹤0.01%	377
2021 Q1	$34K	Hold	500	–	–	﹤0.01%	386
2020 Q4	$35K	Hold	500	–	–	﹤0.01%	360
2020 Q3	$26K	Hold	500	–	–	﹤0.01%	377
2020 Q2	$29K	Buy	+500	New	+$27.6K	﹤0.01%	331

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

Kings Point Capital Management's HQY Position: Q1 2022 in Review

Kings Point Capital Management held its HealthEquity (HQY) position steady in Q1 2022 at 500 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Kings Point Capital Management first reported a position in HQY in Q2 2020 and has held it in 8 quarters since. The position peaked at $40K in Q2 2021. 298 funds tracked by Wall St. Rank hold HQY as of Q1 2022.

Kings Point Capital Management held 500 shares of HealthEquity worth $34K as of Q1 2022.
Kings Point Capital Management left its HealthEquity share count unchanged in Q1 2022.
HealthEquity made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #400 holding.
Kings Point Capital Management first reported a position in HealthEquity in Q2 2020 and has held it in 8 quarters since.
Kings Point Capital Management's HealthEquity position peaked at $40K in Q2 2021.
298 funds tracked by Wall St. Rank held HealthEquity as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.