A detailed history of Btc Capital Management, Inc. transactions in Healthequity, Inc. stock. As of the latest transaction made, Btc Capital Management, Inc. holds 7,245 shares of HQY stock, worth $659,947. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,245
Previous 6,457 12.2%
Holding current value
$659,947
Previous $556,000 6.65%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$67.98 - $86.62 $53,568 - $68,256
788 Added 12.2%
7,245 $593,000
Q2 2024

Jul 19, 2024

SELL
$75.85 - $86.94 $22,451 - $25,734
-296 Reduced 4.38%
6,457 $556,000
Q1 2024

Apr 10, 2024

BUY
$66.17 - $83.53 $121,157 - $152,943
1,831 Added 37.2%
6,753 $551,000
Q3 2023

Oct 17, 2023

BUY
$61.58 - $75.59 $41,012 - $50,342
666 Added 15.65%
4,922 $359,000
Q2 2023

Jul 11, 2023

BUY
$51.02 - $65.67 $217,141 - $279,491
4,256 New
4,256 $268,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $7.7B
  • 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 ...
More about HQY
Track This Portfolio

Track Btc Capital Management, Inc. Portfolio

Follow Btc Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Btc Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Btc Capital Management, Inc. with notifications on news.