NNP
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Nachman Norwood & Parrott’s HealthEquity HQY Stock Holding History

Nachman Norwood & Parrott’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
-120
Closed -$6K – 596
2020
Q3 		$6K Buy
+120
New +$6.59K ﹤0.01% 902

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

Nachman Norwood & Parrott's HQY Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of HealthEquity (HQY) in Q4 2020, closing a stake of 120 shares — an estimated $6K sold.

Nachman Norwood & Parrott first reported a position in HQY in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 285 funds tracked by Wall St. Rank hold HQY as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining HealthEquity position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 120 HealthEquity shares in Q4 2020, an estimated $6K.
  • Nachman Norwood & Parrott first reported a position in HealthEquity in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's HealthEquity position peaked at $6K in Q3 2020.
  • 285 funds tracked by Wall St. Rank held HealthEquity as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.