Allworth Financial LP Healthequity, Inc. Transaction History

Allworth Financial LP

$16.1 Billion
Q3 2024

A detailed history of Allworth Financial LP transactions in Healthequity, Inc. stock. As of the latest transaction made, Allworth Financial LP holds 105 shares of HQY stock, worth $10,362. This represents 0.0% of its overall portfolio holdings.

Number of Shares

105

Previous 117 10.26%

Holding current value

$10,362

Previous $10,000 20.0%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$67.98 - $86.62 $815 - $1,039	-12 Reduced 10.26%	105 $8,000
Q2 2024 Jul 23, 2024	BUY	$75.85 - $86.94 $3,640 - $4,173	48 Added 69.57%	117 $10,000
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

# of Institutions

436

Shares Held

81.6M

Call Options Held

205K

Put Options Held

101K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $8.34B
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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Allworth Financial LP Healthequity, Inc. Transaction History