Forum Financial Management, LP Healthequity, Inc. Transaction History
Forum Financial Management, LP
- $5.05 Billion
- Q4 2024
A detailed history of Forum Financial Management, LP transactions in Healthequity, Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 2,232 shares of HQY stock, worth $210,879. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,232
Previous 2,232
-0.0%
Holding current value
$210,879
Previous $214,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding HQY
# of Institutions
482Shares Held
192MCall Options Held
299KPut Options Held
86.9K-
Wealthfront Advisers LLC107MShares$10.1 Billion8.58% of portfolio
-
Black Rock Inc. New York, NY10.7MShares$1.01 Billion0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.98MShares$848 Million0.02% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT7.51MShares$710 Million3.62% of portfolio
-
State Street Corp Boston, MA3.26MShares$308 Million0.01% of portfolio
About HEALTHEQUITY, INC.
- Ticker HQY
- Exchange NASDAQ
- Sector Healthcare
- Industry Health Information Services
- Shares Outstandng 84,530,704
- Market Cap $7.99B
- 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 ...