Ae Wealth Management LLC Healthequity, Inc. Transaction History

Ae Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 10, 2023	BUY	$51.02 - $65.67 $456,169 - $587,155	8,941 New	8,941 $564,000
Q2 2020 Aug 05, 2020	SELL	$41.09 - $67.57 $188,397 - $309,808	-4,585 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$40.54 - $87.73 $6,932 - $15,001	171 Added 3.87%	4,585 $232,000
Q4 2019 Jan 15, 2020	SELL	$51.99 - $76.5 $47,986 - $70,609	-923 Reduced 17.29%	4,414 $327,000
Q3 2019 Nov 05, 2019	SELL	$55.4 - $81.98 $86,756 - $128,380	-1,566 Reduced 22.69%	5,337 $305,000
Q2 2019 Jul 22, 2019	BUY	$62.18 - $78.3 $167,886 - $211,410	2,700 Added 64.24%	6,903 $451,000
Q1 2019 May 14, 2019	BUY	$52.86 - $84.51 $222,170 - $355,195	4,203 New	4,203 $311,000

449

81.3M

205K

101K

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $9.33B
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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