Covestor LTD Healthequity, Inc. Transaction History

Covestor LTD

$160 Million
Q3 2024

A detailed history of Covestor LTD transactions in Healthequity, Inc. stock. As of the latest transaction made, Covestor LTD holds 1,524 shares of HQY stock, worth $147,538. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,524

Previous 1,196 27.42%

Holding current value

$147,538

Previous $103,000 21.36%

% of portfolio

0.08%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$67.98 - $86.62 $22,297 - $28,411	328 Added 27.42%	1,524 $125,000
Q2 2024 Aug 09, 2024	SELL	$75.85 - $86.94 $151 - $173	-2 Reduced 0.17%	1,196 $103,000
Q1 2024 May 10, 2024	BUY	$66.17 - $83.53 $5,359 - $6,765	81 Added 7.25%	1,198 $98,000
Q4 2023 Feb 09, 2024	SELL	$62.44 - $76.13 $124 - $152	-2 Reduced 0.18%	1,117 $74,000
Q3 2023 Nov 13, 2023	BUY	$61.58 - $75.59 $33,191 - $40,743	539 Added 92.93%	1,119 $82,000
Q2 2023 Aug 11, 2023	BUY	$51.02 - $65.67 $21,071 - $27,121	413 Added 247.31%	580 $37,000
Q1 2023 May 15, 2023	BUY	$52.44 - $67.41 $52 - $67	1 Added 0.6%	167 $10,000
Q4 2022 Feb 13, 2023	SELL	$57.65 - $78.5 $518 - $706	-9 Reduced 5.14%	166 $10,000
Q3 2022 Nov 14, 2022	SELL	$56.95 - $73.5 $284 - $367	-5 Reduced 2.78%	175 $12,000
Q2 2022 Aug 10, 2022	BUY	$54.14 - $71.62 $9,095 - $12,032	168 Added 1400.0%	180 $11,000
Q1 2022 May 13, 2022	SELL	$45.4 - $67.44 $2,996 - $4,451	-66 Reduced 84.62%	12 $1,000
Q4 2021 Feb 10, 2022	BUY	$39.52 - $69.52 $3,082 - $5,422	78 New	78 $3,000

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 $8.18B
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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