Pinnacle Bancorp’s HealthEquity HQY Stock Holding History

Pinnacle Bancorp’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
2023 Q2	–	Sell	-282	Closed	-$16.6K	–	781
2023 Q1	$16.6K	Buy	+282	New	+$17.1K	0.01%	522

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Bancorp's HQY Position: Q2 2023 in Review

Pinnacle Bancorp sold out of HealthEquity (HQY) in Q2 2023, closing a stake of 282 shares — an estimated $16.6K sold.

Pinnacle Bancorp first reported a position in HQY in Q1 2023 and held it in 1 quarter. The position peaked at $16.6K in Q1 2023. 317 funds tracked by Wall St. Rank hold HQY as of Q2 2023.

Pinnacle Bancorp reported no remaining HealthEquity position as of Q2 2023 after selling out during the quarter.
Pinnacle Bancorp sold 282 HealthEquity shares in Q2 2023, an estimated $16.6K.
Pinnacle Bancorp first reported a position in HealthEquity in Q1 2023 and held it in 1 quarter.
Pinnacle Bancorp's HealthEquity position peaked at $16.6K in Q1 2023.
317 funds tracked by Wall St. Rank held HealthEquity as of Q2 2023.

Based on Pinnacle Bancorp's 13F filing for Q2 2023, filed 14 Jul 2023.