Tarbox Family Office’s HealthEquity HQY Stock Holding History

Tarbox Family Office’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	-13	Closed	-$1K	–	1171
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	1032
2020 Q4	$1K	Hold	13	–	–	﹤0.01%	1004
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	977
2020 Q2	$1K	Buy	+13	New	+$719	﹤0.01%	972

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

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Tarbox Family Office's HQY Position: Q2 2021 in Review

Tarbox Family Office sold out of HealthEquity (HQY) in Q2 2021, closing a stake of 13 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in HQY in Q2 2020 and held it in 4 quarters. The position peaked at $1K in Q1 2021. 286 funds tracked by Wall St. Rank hold HQY as of Q2 2021.

Tarbox Family Office reported no remaining HealthEquity position as of Q2 2021 after selling out during the quarter.
Tarbox Family Office sold 13 HealthEquity shares in Q2 2021, an estimated $1K.
Tarbox Family Office first reported a position in HealthEquity in Q2 2020 and held it in 4 quarters.
Tarbox Family Office's HealthEquity position peaked at $1K in Q1 2021.
286 funds tracked by Wall St. Rank held HealthEquity as of Q2 2021.

Based on Tarbox Family Office's 13F filing for Q2 2021, filed 16 Jul 2021.