Physician Wealth Advisors, Inc. - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 300 filers reported holding HEALTHEQUITY INC in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
Physician Wealth Advisors, Inc. ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$5,034,791
+24.1%
67,845
+4.3%
1.30%
+28.6%
Q2 2023$4,057,171
+8.1%
65,0290.0%1.01%
+2.2%
Q1 2023$3,754,785
+1.1%
65,0290.0%0.98%
-1.8%
Q4 2022$3,715,117
-16.3%
65,0290.0%1.00%
-26.5%
Q3 2022$4,440,000
+19.7%
65,0290.0%1.36%
+27.0%
Q2 2022$3,710,000
-10.0%
65,029
-0.2%
1.08%
-1.7%
Q1 2022$4,120,000
+39.2%
65,1880.0%1.09%
+41.0%
Q4 2021$2,960,000
-28.1%
65,1880.0%0.78%
-31.4%
Q3 2021$4,117,000
-15.1%
65,1880.0%1.13%
-18.5%
Q2 2021$4,851,000
+11.4%
65,1880.0%1.39%
-2.0%
Q1 2021$4,355,000
-14.3%
65,1880.0%1.42%
-18.1%
Q4 2020$5,083,000
+47.2%
65,1880.0%1.73%
+24.8%
Q3 2020$3,454,000
-2.0%
65,188
-0.2%
1.39%
-2.5%
Q2 2020$3,526,000
+10.7%
65,288
-0.0%
1.42%
-10.7%
Q1 2020$3,186,000
-48.5%
65,309
-23.3%
1.59%
-42.2%
Q4 2019$6,188,000
+14.1%
85,1290.0%2.75%
+4.0%
Q3 2019$5,421,00085,1292.65%
Other shareholders
HEALTHEQUITY INC shareholders Q1 2022
NameSharesValueWeighting ↓
Crestwood Capital Management, L.P. 82,034$5,036,0004.74%
Iron Triangle Partners LP 485,541$29,807,0003.86%
ASHFORD CAPITAL MANAGEMENT INC 358,048$21,981,0003.12%
SECTORAL ASSET MANAGEMENT INC 240,600$14,770,0002.98%
Iron Gate Global Advisors LLC 157,944$9,693,0002.67%
WASATCH ADVISORS LP 6,628,751$406,939,0002.57%
DFPG INVESTMENTS, LLC 100,139$5,852,0002.55%
Aureus Asset Management, LLC 513,826$31,544,0002.55%
Summit Creek Advisors LLC 298,196$18,306,0002.33%
Van Berkom & Associates Inc. 737,777$45,292,0001.90%
View complete list of HEALTHEQUITY INC shareholders