Envestnet Asset Management Inc Healthequity, Inc. Transaction History

Envestnet Asset Management Inc

  • $302 Billion
  • Q3 2024

A detailed history of Envestnet Asset Management Inc transactions in Healthequity, Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 111,561 shares of HQY stock, worth $11 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
111,561
Previous 115,614 3.51%
Holding current value
$11 Million
Previous $9.97 Million 8.36%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 06, 2024
SELL
$67.98 - $86.62 $275,522 - $351,070
-4,053 Reduced 3.51%
111,561 $9.13 Million
Q2 2024

Aug 08, 2024
BUY
$75.85 - $86.94 $579,873 - $664,656
7,645 Added 7.08%
115,614 $9.97 Million
Q1 2024

May 13, 2024
BUY
$66.17 - $83.53 $1.82 Million - $2.3 Million
27,528 Added 34.22%
107,969 $8.81 Million
Q4 2023

Feb 13, 2024
SELL
$62.44 - $76.13 $260,749 - $317,918
-4,176 Reduced 4.94%
80,441 $5.33 Million
Q3 2023

Nov 13, 2023
BUY
$61.58 - $75.59 $1.52 Million - $1.87 Million
24,685 Added 41.19%
84,617 $6.18 Million
Q2 2023

Aug 04, 2023
BUY
$51.02 - $65.67 $72,601 - $93,448
1,423 Added 2.43%
59,932 $3.78 Million
Q1 2023

May 11, 2023
SELL
$52.44 - $67.41 $1.09 Million - $1.4 Million
-20,711 Reduced 26.14%
58,509 $3.44 Million
Q4 2022

Feb 07, 2023
BUY
$57.65 - $78.5 $41,162 - $56,049
714 Added 0.91%
79,220 $4.88 Million
Q3 2022

Nov 10, 2022
BUY
$56.95 - $73.5 $502,412 - $648,417
8,822 Added 12.66%
78,506 $5.27 Million
Q2 2022

Aug 03, 2022
BUY
$54.14 - $71.62 $117,754 - $155,773
2,175 Added 3.22%
69,684 $4.28 Million
Q1 2022

May 04, 2022
BUY
$45.4 - $67.44 $912,630 - $1.36 Million
20,102 Added 42.4%
67,509 $4.55 Million
Q4 2021

Feb 04, 2022
BUY
$39.52 - $69.52 $71,412 - $125,622
1,807 Added 3.96%
47,407 $2.1 Million
Q3 2021

Oct 07, 2021
BUY
$61.14 - $82.65 $343,056 - $463,749
5,611 Added 14.03%
45,600 $2.95 Million
Q2 2021

Aug 04, 2021
BUY
$66.24 - $84.6 $695,784 - $888,638
10,504 Added 35.62%
39,989 $3.22 Million
Q1 2021

May 04, 2021
BUY
$67.0 - $91.01 $557,976 - $757,931
8,328 Added 39.36%
29,485 $2.01 Million
Q4 2020

Feb 02, 2021
SELL
$51.41 - $74.4 $173,354 - $250,876
-3,372 Reduced 13.75%
21,157 $1.48 Million
Q3 2020

Oct 09, 2020
BUY
$46.15 - $61.64 $195,445 - $261,045
4,235 Added 20.87%
24,529 $1.26 Million
Q2 2020

Jul 08, 2020
BUY
$41.09 - $67.57 $32,995 - $54,258
803 Added 4.12%
20,294 $1.19 Million
Q1 2020

Apr 23, 2020
BUY
$40.54 - $87.73 $152,025 - $328,987
3,750 Added 23.82%
19,491 $986,000
Q4 2019

Feb 11, 2020
SELL
$51.99 - $76.5 $702,904 - $1.03 Million
-13,520 Reduced 46.2%
15,741 $1.17 Million
Q3 2019

Oct 17, 2019
SELL
$55.4 - $81.98 $397,218 - $587,796
-7,170 Reduced 19.68%
29,261 $1.67 Million
Q2 2019

Aug 02, 2019
BUY
$62.18 - $78.3 $908,014 - $1.14 Million
14,603 Added 66.9%
36,431 $2.38 Million
Q1 2019

May 10, 2019
BUY
$52.86 - $84.51 $109,050 - $174,344
2,063 Added 10.44%
21,828 $1.62 Million
Q4 2018

Feb 13, 2019
BUY
$54.39 - $100.44 $1.08 Million - $1.99 Million
19,765 New
19,765 $1.18 Million
Q3 2018

Nov 14, 2018
SELL
$74.12 - $97.32 $295,664 - $388,209
-3,989 Closed
0 $0
Q2 2018

Aug 10, 2018
SELL
$60.39 - $81.76 $162,328 - $219,770
-2,688 Reduced 40.26%
3,989 $299,000
Q1 2018

May 09, 2018
BUY
$46.47 - $66.82 $57,576 - $82,789
1,239 Added 22.78%
6,677 $416,000
Q4 2017

Feb 20, 2018
BUY
$43.69 - $53.96 $2,970 - $3,669
68 Added 1.27%
5,438 $254,000
Q3 2017

Nov 13, 2017
BUY
$40.6 - $50.58 $218,022 - $271,614
5,370
5,370 $273,000

Others Institutions Holding HQY

# of Institutions
434
Shares Held
81.8M
Call Options Held
205K
Put Options Held
101K
View Full List

About HEALTHEQUITY, INC.

HQY Quotes by TradingView
  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.37B
  • 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
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