Eagle Bay Advisors LLC Healthequity, Inc. Transaction History

Eagle Bay Advisors LLC

$157 Million
Q1 2024

A detailed history of Eagle Bay Advisors LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Eagle Bay Advisors LLC holds 166 shares of HQY stock, worth $12,181. This represents 0.01% of its overall portfolio holdings.

Number of Shares

166

Previous 197 15.74%

Holding current value

$12,181

Previous $13,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$66.17 - $83.53 $2,051 - $2,589	-31 Reduced 15.74%	166 $13,000
Q4 2023 Feb 08, 2024	SELL	$62.44 - $76.13 $85,730 - $104,526	-1,373 Reduced 87.45%	197 $13,000
Q3 2023 Nov 13, 2023	BUY	$61.58 - $75.59 $23,215 - $28,497	377 Added 31.6%	1,570 $114,000
Q2 2023 Aug 10, 2023	SELL	$51.02 - $65.67 $4,999 - $6,435	-98 Reduced 7.59%	1,193 $75,000
Q1 2023 Apr 24, 2023	BUY	$52.44 - $67.41 $2,517 - $3,235	48 Added 3.86%	1,291 $75,000

Q4 2022 Jan 26, 2023	BUY	$57.65 - $78.5 $6,168 - $8,399	107 Added 9.42%	1,243 $0
Q3 2022 Nov 22, 2022	BUY	$56.95 - $73.5 $1,594 - $2,058	28 Added 2.53%	1,136 $77,000
Q2 2022 Aug 19, 2022	BUY	$54.14 - $71.62 $34,757 - $45,980	642 Added 137.77%	1,108 $68 Million
Q1 2022 May 11, 2022	SELL	$45.4 - $67.44 $6,356 - $9,441	-140 Reduced 23.1%	466 $31,000
Q4 2021 Jan 21, 2022	BUY	$39.52 - $69.52 $1,659 - $2,919	42 Added 7.45%	606 $27,000
Q3 2021 Nov 12, 2021	BUY	$61.14 - $82.65 $2,445 - $3,306	40 Added 7.63%	564 $36,000
Q2 2021 Jul 30, 2021	BUY	$66.24 - $84.6 $34,709 - $44,330	524 New	524 $45,000

Others Institutions Holding HQY

# of Institutions

387

Shares Held

80.4M

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 $6.2B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Eagle Bay Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eagle Bay Advisors LLC with notifications on news.

Account

Eagle Bay Advisors LLC Healthequity, Inc. Transaction History