A detailed history of 1620 Investment Advisors, Inc. transactions in Healthequity, Inc. stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 2,640 shares of HQY stock, worth $268,672. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,640
Previous 2,090 26.32%
Holding current value
$268,672
Previous $218,000 14.68%
% of portfolio
0.18%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025

BUY
$87.42 - $103.12 $48,081 - $56,716
550 Added 26.32%
2,640 $250,000
Q2 2025

Aug 07, 2025

SELL
$76.77 - $113.06 $537 - $791
-7 Reduced 0.33%
2,090 $218,000
Q1 2025

May 14, 2025

BUY
$84.32 - $114.51 $10,455 - $14,199
124 Added 6.28%
2,097 $185,000
Q4 2024

Feb 11, 2025

BUY
$78.18 - $104.65 $154,249 - $206,474
1,973 New
1,973 $189,000
Q3 2024

Oct 25, 2024

BUY
$67.98 - $86.62 $92,860 - $118,322
1,366 New
1,366 $111,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.6B
  • Description
  • HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness ...
More about HQY
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