Advisors Asset Management, Inc. Healthequity, Inc. Transaction History

Advisors Asset Management, Inc.

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 12, 2021	SELL	$51.41 - $74.4 $80,251 - $116,138	-1,561 Closed	0 $0
Q3 2020 Nov 16, 2020	SELL	$46.15 - $61.64 $19,844 - $26,505	-430 Reduced 21.6%	1,561 $80,000
Q2 2020 Aug 12, 2020	SELL	$41.09 - $67.57 $3,081 - $5,067	-75 Reduced 3.63%	1,991 $117,000
Q1 2020 May 15, 2020	SELL	$40.54 - $87.73 $26,756 - $57,901	-660 Reduced 24.21%	2,066 $105,000
Q4 2019 Feb 14, 2020	SELL	$51.99 - $76.5 $34,365 - $50,566	-661 Reduced 19.52%	2,726 $202,000
Q3 2019 Nov 14, 2019	SELL	$55.4 - $81.98 $35,400 - $52,385	-639 Reduced 15.87%	3,387 $194,000
Q2 2019 Aug 14, 2019	SELL	$62.18 - $78.3 $683 - $861	-11 Reduced 0.27%	4,026 $263,000
Q1 2019 May 15, 2019	BUY	$52.86 - $84.51 $27,857 - $44,536	527 Added 15.01%	4,037 $299,000
Q4 2018 Jan 31, 2019	BUY	$54.39 - $100.44 $33,123 - $61,167	609 Added 20.99%	3,510 $209,000
Q3 2018 Nov 15, 2018	BUY	$74.12 - $97.32 $56,701 - $74,449	765 Added 35.81%	2,901 $274,000
Q2 2018 Aug 22, 2018	SELL	$60.39 - $81.76 $4.22 Million - $5.72 Million	-69,950 Reduced 97.04%	2,136 $160,000
Q2 2018 Aug 15, 2018	BUY	$60.39 - $81.76 $4.27 Million - $5.78 Million	70,729 Added 5212.16%	72,086 $160,000
Q1 2018 May 15, 2018	BUY	$46.47 - $66.82 $42,520 - $61,140	915 Added 207.01%	1,357 $78,000
Q4 2017 Feb 13, 2018	BUY	$43.69 - $53.96 $19,310 - $23,850	442	442 $21,000

414

82.4M

41K

61.9K

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $6.92B
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 ...

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