A detailed history of Klr Investment Advisors, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Klr Investment Advisors, LLC holds 5,422 shares of HQY stock, worth $555,592. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,422
Previous 5,914 8.32%
Holding current value
$555,592
Previous $392 Million 12.27%
% of portfolio
0.32%
Previous 0.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$66.17 - $83.53 $32,555 - $41,096
-492 Reduced 8.32%
5,422 $440 Million
Q4 2023

Feb 08, 2024

BUY
$62.44 - $76.13 $15,048 - $18,347
241 Added 4.25%
5,914 $392 Million
Q3 2023

Nov 08, 2023

SELL
$61.58 - $75.59 $9,483 - $11,640
-154 Reduced 2.64%
5,673 $333 Million
Q2 2023

Aug 08, 2023

SELL
$51.02 - $65.67 $7,193 - $9,259
-141 Reduced 2.36%
5,827 $368 Million
Q1 2023

May 15, 2023

SELL
$52.44 - $67.41 $13,634 - $17,526
-260 Reduced 4.17%
5,968 $350 Million
Q4 2022

May 15, 2023

BUY
$57.65 - $78.5 $359,044 - $488,898
6,228 New
6,228 $384 Million

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.66B
  • 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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