PC
HQY icon

PA Capital’s HealthEquity HQY Stock Holding History

PA Capital’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
Q3 		$357K Buy
+6,954
New +$382K 0.25% 126

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PA Capital's HQY Position: Q3 2020 in Review

PA Capital opened a new position in HealthEquity (HQY) in Q3 2020: 6,954 shares worth $357K. The stake represents 0.25% of the portfolio and ranks #126 among its holdings.

282 funds tracked by Wall St. Rank hold HQY as of Q3 2020.

  • PA Capital held 6,954 shares of HealthEquity worth $357K as of Q3 2020.
  • HealthEquity was a new PA Capital position in Q3 2020.
  • HealthEquity made up 0.25% of PA Capital's portfolio in Q3 2020, its #126 holding.
  • 282 funds tracked by Wall St. Rank held HealthEquity as of Q3 2020.

Based on PA Capital's 13F filing for Q3 2020, filed 13 Nov 2020.