Alps Advisors Inc Healthequity, Inc. Transaction History

Alps Advisors Inc

$14.8 Billion
Q3 2024

A detailed history of Alps Advisors Inc transactions in Healthequity, Inc. stock. As of the latest transaction made, Alps Advisors Inc holds 11,722 shares of HQY stock, worth $1.21 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,722

Previous 12,977 9.67%

Holding current value

$1.21 Million

Previous $1.12 Million 14.22%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$67.98 - $86.62 $85,314 - $108,708	-1,255 Reduced 9.67%	11,722 $959,000
Q2 2024 Aug 13, 2024	BUY	$75.85 - $86.94 $10,239 - $11,736	135 Added 1.05%	12,977 $1.12 Million
Q1 2024 May 14, 2024	SELL	$66.17 - $83.53 $166,086 - $209,660	-2,510 Reduced 16.35%	12,842 $1.05 Million
Q4 2023 Feb 14, 2024	BUY	$62.44 - $76.13 $68,496 - $83,514	1,097 Added 7.7%	15,352 $1.02 Million
Q3 2023 Nov 14, 2023	SELL	$61.58 - $75.59 $194,962 - $239,317	-3,166 Reduced 18.17%	14,255 $1.04 Million
Q2 2023 Aug 14, 2023	SELL	$51.02 - $65.67 $7,959 - $10,244	-156 Reduced 0.89%	17,421 $1.1 Million
Q1 2023 May 10, 2023	SELL	$52.44 - $67.41 $576 - $741	-11 Reduced 0.06%	17,577 $1.03 Million
Q4 2022 Feb 14, 2023	SELL	$57.65 - $78.5 $98,696 - $134,392	-1,712 Reduced 8.87%	17,588 $1.08 Million
Q3 2022 Nov 14, 2022	BUY	$56.95 - $73.5 $1.1 Million - $1.42 Million	19,300 New	19,300 $1.3 Million
Q3 2018 Oct 25, 2018	SELL	$74.12 - $97.32 $578,061 - $758,998	-7,799 Closed	0 $0
Q2 2018 Aug 02, 2018	SELL	$60.39 - $81.76 $154,356 - $208,978	-2,556 Reduced 24.68%	7,799 $586,000
Q2 2018 Jul 25, 2018	BUY	$60.39 - $81.76 $132,133 - $178,890	2,188 Added 26.79%	10,355 $483,000
Q1 2018 May 01, 2018	SELL	$46.47 - $66.82 $101,676 - $146,202	-2,188 Reduced 21.13%	8,167 $494,000
Q3 2017 Nov 03, 2017	BUY	$40.6 - $50.58 $420,413 - $523,755	10,355	10,355 $524,000

Others Institutions Holding HQY

# of Institutions

434

Shares Held

81.8M

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 $8.7B
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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Alps Advisors Inc Healthequity, Inc. Transaction History