Benjamin F. Edwards & Company, Inc. Healthequity, Inc. Transaction History

Benjamin F. Edwards & Company, Inc.

$5.69 Billion
Q2 2024

A detailed history of Benjamin F. Edwards & Company, Inc. transactions in Healthequity, Inc. stock. As of the latest transaction made, Benjamin F. Edwards & Company, Inc. holds 623 shares of HQY stock, worth $59,153. This represents 0.0% of its overall portfolio holdings.

Number of Shares

623

Previous 658 5.32%

Holding current value

$59,153

Previous $53,000 1.89%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$75.85 - $86.94 $2,654 - $3,042	-35 Reduced 5.32%	623 $54,000
Q1 2024 Apr 29, 2024	SELL	$66.17 - $83.53 $992 - $1,252	-15 Reduced 2.23%	658 $53,000
Q4 2023 Feb 06, 2024	BUY	$62.44 - $76.13 $7,367 - $8,983	118 Added 21.26%	673 $45,000
Q3 2023 Nov 13, 2023	SELL	$61.58 - $75.59 $24,632 - $30,236	-400 Reduced 41.88%	555 $41,000
Q4 2022 Feb 07, 2023	SELL	$57.65 - $78.5 $5,419 - $7,379	-94 Reduced 8.96%	955 $59,000
Q3 2022 Oct 28, 2022	BUY	$56.95 - $73.5 $14,237 - $18,375	250 Added 31.29%	1,049 $70,000
Q1 2022 May 04, 2022	SELL	$45.4 - $67.44 $29,283 - $43,498	-645 Reduced 44.67%	799 $54,000
Q4 2021 Feb 07, 2022	SELL	$39.52 - $69.52 $74,416 - $130,906	-1,883 Reduced 56.6%	1,444 $64,000
Q3 2021 Nov 02, 2021	SELL	$61.14 - $82.65 $1,222 - $1,653	-20 Reduced 0.6%	3,327 $215,000
Q2 2021 Aug 11, 2021	SELL	$66.24 - $84.6 $46,169 - $58,966	-697 Reduced 17.24%	3,347 $269,000
Q1 2021 May 14, 2021	SELL	$67.0 - $91.01 $11,993 - $16,290	-179 Reduced 4.24%	4,044 $275,000
Q4 2020 Feb 16, 2021	SELL	$51.41 - $74.4 $99,992 - $144,708	-1,945 Reduced 31.53%	4,223 $294,000
Q3 2020 Nov 13, 2020	BUY	$46.15 - $61.64 $69,594 - $92,953	1,508 Added 32.36%	6,168 $317,000
Q2 2020 Aug 14, 2020	BUY	$41.09 - $67.57 $100,382 - $165,073	2,443 Added 110.19%	4,660 $273,000
Q1 2020 May 07, 2020	SELL	$40.54 - $87.73 $4,256 - $9,211	-105 Reduced 4.52%	2,217 $112,000
Q4 2019 Feb 06, 2020	SELL	$51.99 - $76.5 $18,612 - $27,387	-358 Reduced 13.36%	2,322 $172,000
Q3 2019 Nov 05, 2019	BUY	$55.4 - $81.98 $47,090 - $69,683	850 Added 46.45%	2,680 $153,000
Q2 2019 Aug 08, 2019	BUY	$62.18 - $78.3 $101,353 - $127,629	1,630 Added 815.0%	1,830 $120,000
Q4 2018 Jan 31, 2019	BUY	$54.39 - $100.44 $10,878 - $20,088	200 New	200 $12,000

Others Institutions Holding HQY

# of Institutions

435

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 $8.03B
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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Benjamin F. Edwards & Company, Inc. Healthequity, Inc. Transaction History