A detailed history of Allworth Financial LP transactions in Healthequity, Inc. stock. As of the latest transaction made, Allworth Financial LP holds 69 shares of HQY stock, worth $5,947. This represents 0.0% of its overall portfolio holdings.

Number of Shares
69
Previous 47 46.81%
Holding current value
$5,947
Previous $3,000 66.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 25, 2024

BUY
$66.17 - $83.53 $1,455 - $1,837
22 Added 46.81%
69 $5,000
Q4 2023

Jan 24, 2024

BUY
$62.44 - $76.13 $811 - $989
13 Added 38.24%
47 $3,000
Q3 2023

Oct 31, 2023

BUY
$61.58 - $75.59 $800 - $982
13 Added 61.9%
34 $2,000
Q2 2023

Jul 18, 2023

SELL
$51.02 - $65.67 $867 - $1,116
-17 Reduced 44.74%
21 $1,000
Q1 2023

Apr 18, 2023

BUY
$52.44 - $67.41 $157 - $202
3 Added 8.57%
38 $2,000
Q4 2022

Jan 13, 2023

BUY
$57.65 - $78.5 $172 - $235
3 Added 9.38%
35 $0
Q3 2022

Oct 18, 2022

BUY
$56.95 - $73.5 $1,594 - $2,058
28 Added 700.0%
32 $2,000
Q1 2022

Apr 22, 2022

BUY
$45.4 - $67.44 $181 - $269
4 New
4 $0
Q1 2021

Apr 29, 2021

SELL
$67.0 - $91.01 $1,474 - $2,002
-22 Closed
0 $0
Q4 2020

Jan 26, 2021

BUY
$51.41 - $74.4 $1,131 - $1,636
22 New
22 $2,000
Q4 2019

Jan 16, 2020

SELL
$51.99 - $76.5 $25,995 - $38,250
-500 Closed
0 $0
Q4 2018

Feb 11, 2019

SELL
$54.39 - $100.44 $27,195 - $50,220
-500 Reduced 50.0%
500 $30,000
Q2 2017

Aug 07, 2017

BUY
N/A
1,000
1,000 $50,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $7.29B
  • 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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