Pier 88 Investment Partners’s HealthEquity HQY Stock Holding History

Pier 88 Investment Partners’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
2021 Q4	–	Sell	-2,555	Closed	-$165K	–	116
2021 Q3	$165K	Sell	2,555 -6,680	-72%	-$464K	0.05%	105
2021 Q2	$743K	Hold	9,235	–	–	0.21%	87
2021 Q1	$628K	Hold	9,235	–	–	0.21%	82
2020 Q4	$644K	Sell	9,235 -3,520	-28%	-$219K	0.21%	94
2020 Q3	$655K	Buy	12,755 +2,100	+20%	+$115K	0.2%	88
2020 Q2	$625K	Sell	10,655 -3,880	-27%	-$215K	0.18%	89
2020 Q1	$735K	Buy	14,535 +11,605	+396%	+$771K	0.27%	61
2019 Q4	$217K	Buy	+2,930	New	+$183K	0.09%	83

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Pier 88 Investment Partners's HQY Position: Q4 2021 in Review

Pier 88 Investment Partners sold out of HealthEquity (HQY) in Q4 2021, closing a stake of 2,555 shares — an estimated $165K sold.

Pier 88 Investment Partners first reported a position in HQY in Q4 2019 and held it in 8 quarters. The position peaked at $743K in Q2 2021. 282 funds tracked by Wall St. Rank hold HQY as of Q4 2021.

Pier 88 Investment Partners reported no remaining HealthEquity position as of Q4 2021 after selling out during the quarter.
Pier 88 Investment Partners sold 2,555 HealthEquity shares in Q4 2021, an estimated $165K.
Pier 88 Investment Partners first reported a position in HealthEquity in Q4 2019 and held it in 8 quarters.
Pier 88 Investment Partners's HealthEquity position peaked at $743K in Q2 2021.
282 funds tracked by Wall St. Rank held HealthEquity as of Q4 2021.

Based on Pier 88 Investment Partners's 13F filing for Q4 2021, filed 14 Feb 2022.