Creative Planning Healthequity, Inc. Transaction History

Creative Planning

$90.1 Billion
Q1 2024

A detailed history of Creative Planning transactions in Healthequity, Inc. stock. As of the latest transaction made, Creative Planning holds 15,943 shares of HQY stock, worth $1.33 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,943

Previous 9,602 66.04%

Holding current value

$1.33 Million

Previous $636,000 104.56%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$66.17 - $83.53 $419,583 - $529,663	6,341 Added 66.04%	15,943 $1.3 Million
Q4 2023 Feb 14, 2024	BUY	$62.44 - $76.13 $171,335 - $208,900	2,744 Added 40.01%	9,602 $636,000
Q3 2023 Nov 16, 2023	BUY	$61.58 - $75.59 $97,481 - $119,658	1,583 Added 30.01%	6,858 $500,000
Q2 2023 Jul 21, 2023	BUY	$51.02 - $65.67 $269,130 - $346,409	5,275 New	5,275 $333,000
Q2 2021 Aug 04, 2021	SELL	$66.24 - $84.6 $234,887 - $299,991	-3,546 Closed	0 $0

Q1 2021 Apr 30, 2021	BUY	$67.0 - $91.01 $1,407 - $1,911	21 Added 0.6%	3,546 $241,000
Q4 2020 Jan 29, 2021	BUY	$51.41 - $74.4 $181,220 - $262,260	3,525 New	3,525 $246,000
Q3 2020 Nov 05, 2020	SELL	$46.15 - $61.64 $189,630 - $253,278	-4,109 Closed	0 $0
Q2 2020 Jul 23, 2020	SELL	$41.09 - $67.57 $3,739 - $6,148	-91 Reduced 2.17%	4,109 $241,000
Q1 2020 May 05, 2020	BUY	$40.54 - $87.73 $36,202 - $78,342	893 Added 27.0%	4,200 $212,000
Q4 2019 Jan 30, 2020	BUY	$51.99 - $76.5 $171,930 - $252,985	3,307 New	3,307 $245,000
Q3 2019 Nov 01, 2019	SELL	$55.4 - $81.98 $244,203 - $361,367	-4,408 Closed	0 $0
Q2 2019 Jul 26, 2019	BUY	$62.18 - $78.3 $36,748 - $46,275	591 Added 15.48%	4,408 $288,000
Q1 2019 Apr 24, 2019	SELL	$52.86 - $84.51 $10,730 - $17,155	-203 Reduced 5.05%	3,817 $282,000
Q4 2018 Feb 01, 2019	BUY	$54.39 - $100.44 $46,340 - $85,574	852 Added 26.89%	4,020 $240,000
Q3 2018 Oct 25, 2018	BUY	$74.12 - $97.32 $37,060 - $48,660	500 Added 18.74%	3,168 $299,000
Q2 2018 Jul 20, 2018	SELL	$60.39 - $81.76 $14,976 - $20,276	-248 Reduced 8.5%	2,668 $200,000
Q1 2018 Apr 18, 2018	BUY	$46.47 - $66.82 $135,506 - $194,847	2,916 New	2,916 $177,000

Others Institutions Holding HQY

# of Institutions

388

Shares Held

80.5M

Call Options Held

157K

Put Options Held

121K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $7.06B
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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Creative Planning Healthequity, Inc. Transaction History