A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Healthequity, Inc. stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 3,821 shares of HQY stock, worth $378,202. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,821
Previous 3,639 5.0%
Holding current value
$378,202
Previous $313,000 0.32%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$67.98 - $86.62 $12,372 - $15,764
182 Added 5.0%
3,821 $312,000
Q2 2024

Jul 16, 2024

BUY
$75.85 - $86.94 $7,433 - $8,520
98 Added 2.77%
3,639 $313,000
Q1 2024

May 06, 2024

BUY
$66.17 - $83.53 $2,845 - $3,591
43 Added 1.23%
3,541 $289,000
Q4 2023

Feb 07, 2024

SELL
$62.44 - $76.13 $11,613 - $14,160
-186 Reduced 5.05%
3,498 $231,000
Q3 2023

Nov 13, 2023

BUY
$61.58 - $75.59 $226,860 - $278,473
3,684 New
3,684 $269,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.37B
  • 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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