A detailed history of Assetmark, Inc transactions in Healthequity, Inc. stock. As of the latest transaction made, Assetmark, Inc holds 815 shares of HQY stock, worth $65,142. This represents 0.0% of its overall portfolio holdings.

Number of Shares
815
Previous 815 -0.0%
Holding current value
$65,142
Previous $66,000 6.06%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024

SELL
$62.44 - $76.13 $124 - $152
-2 Reduced 0.24%
815 $54,000
Q3 2023

Oct 27, 2023

SELL
$61.58 - $75.59 $7,574 - $9,297
-123 Reduced 13.09%
817 $59,000
Q1 2023

May 05, 2023

BUY
$52.44 - $67.41 $9,701 - $12,470
185 Added 24.5%
940 $55,000
Q2 2022

Aug 03, 2022

BUY
$54.14 - $71.62 $32,484 - $42,972
600 Added 387.1%
755 $46,000
Q1 2022

May 13, 2022

SELL
$45.4 - $67.44 $28,148 - $41,812
-620 Reduced 80.0%
155 $10,000
Q4 2021

Feb 14, 2022

BUY
$39.52 - $69.52 $1,185 - $2,085
30 Added 4.03%
775 $34,000
Q3 2020

Nov 13, 2020

BUY
$46.15 - $61.64 $9,922 - $13,252
215 Added 40.57%
745 $38,000
Q2 2020

Aug 11, 2020

BUY
$41.09 - $67.57 $9,656 - $15,878
235 Added 79.66%
530 $31,000
Q1 2020

May 12, 2020

BUY
$40.54 - $87.73 $11,959 - $25,880
295 New
295 $15,000
Q1 2018

May 16, 2018

SELL
$46.47 - $66.82 $743 - $1,069
-16 Closed
0 $0
Q4 2017

Feb 13, 2018

BUY
$43.69 - $53.96 $611 - $755
14 Added 700.0%
16 $1,000
Q4 2016

Sep 15, 2017

BUY
N/A
2
2 $0

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $6.76B
  • 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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