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Piedmont Investment Advisors’s HealthEquity HQY Stock Holding History

Piedmont Investment Advisors’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
Q2 		– Sell
-6,431
Closed -$325K – 313
2020
Q1 		$325K Sell
6,431
-2
-0% -$133 0.01% 573
2019
Q4 		$476K Sell
6,433
-1,026
-14% -$64K 0.02% 536
2019
Q3 		$426K Buy
7,459
+260
+4% +$17.3K 0.02% 590
2019
Q2 		$471K Buy
7,199
+4,105
+133% +$286K 0.02% 572
2019
Q1 		$229K Buy
+3,094
New +$218K 0.01% 999
2018
Q3 		– Sell
-12,267
Closed -$921K – 1599
2018
Q2 		$921K Buy
12,267
+1,244
+11% +$89.4K 0.04% 319
2018
Q1 		$667K Buy
11,023
+454
+4% +$24.6K 0.02% 354
2017
Q4 		$493K Sell
10,569
-536
-5% -$26.5K 0.01% 419
2017
Q3 		$562K Buy
11,105
+1,520
+16% +$70.8K 0.01% 390
2017
Q2 		$478K Buy
+9,585
New +$448K 0.01% 429

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Piedmont Investment Advisors's HQY Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of HealthEquity (HQY) in Q2 2020, closing a stake of 6,431 shares — an estimated $325K sold.

Piedmont Investment Advisors first reported a position in HQY in Q2 2017 and held it in 10 quarters. The position peaked at $921K in Q2 2018. 293 funds tracked by Wall St. Rank hold HQY as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining HealthEquity position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 6,431 HealthEquity shares in Q2 2020, an estimated $325K.
  • Piedmont Investment Advisors first reported a position in HealthEquity in Q2 2017 and held it in 10 quarters.
  • Piedmont Investment Advisors's HealthEquity position peaked at $921K in Q2 2018.
  • 293 funds tracked by Wall St. Rank held HealthEquity as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.