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Pinz Capital Management’s HealthEquity HQY Stock Holding History

Pinz Capital Management’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
Q2 		– Sell
-16,650
Closed -$1.13M – 473
2021
Q1 		$1.13M Buy
+16,650
New +$1.31M 0.3% 80
2020
Q1 		– Sell
-900
Closed -$67K – 218
2019
Q4 		$67K Buy
+900
New +$56.1K 0.02% 203

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Pinz Capital Management's HQY Position: Q2 2021 in Review

Pinz Capital Management sold out of HealthEquity (HQY) in Q2 2021, closing a stake of 16,650 shares — an estimated $1.13M sold.

Pinz Capital Management first reported a position in HQY in Q4 2019 and held it in 2 quarters. The position peaked at $1.13M in Q1 2021. 286 funds tracked by Wall St. Rank hold HQY as of Q2 2021.

  • Pinz Capital Management reported no remaining HealthEquity position as of Q2 2021 after selling out during the quarter.
  • Pinz Capital Management sold 16,650 HealthEquity shares in Q2 2021, an estimated $1.13M.
  • Pinz Capital Management first reported a position in HealthEquity in Q4 2019 and held it in 2 quarters.
  • Pinz Capital Management's HealthEquity position peaked at $1.13M in Q1 2021.
  • 286 funds tracked by Wall St. Rank held HealthEquity as of Q2 2021.

Based on Pinz Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.