Ifp Advisors, Inc Healthequity, Inc. Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Healthequity, Inc. stock. As of the latest transaction made, Ifp Advisors, Inc holds 23 shares of HQY stock, worth $1,838. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 23 -0.0%

Holding current value

$1,838

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jul 30, 2024	SELL	$66.17 - $83.53 $52,340 - $66,072	-791 Reduced 97.17%	23 $1,000
Q4 2023 Jan 09, 2024	BUY	$62.44 - $76.13 $50,826 - $61,969	814 New	814 $53,000
Q2 2023 Aug 04, 2023	SELL	$51.02 - $65.67 $1,632 - $2,101	-32 Reduced 51.61%	30 $1,000
Q1 2023 Apr 18, 2023	SELL	$52.44 - $67.41 $2,464 - $3,168	-47 Reduced 43.12%	62 $3,000
Q4 2022 Feb 07, 2023	BUY	$57.65 - $78.5 $3,574 - $4,867	62 Added 131.91%	109 $9,000
Q2 2022 Sep 06, 2022	BUY	$54.14 - $71.62 $2,544 - $3,366	47 New	47 $4,000
Q2 2022 Aug 12, 2022	SELL	$54.14 - $71.62 $2,544 - $3,366	-47 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$45.4 - $67.44 $1,225 - $1,820	27 Added 135.0%	47 $3,000
Q4 2021 Jan 12, 2022	BUY	$39.52 - $69.52 $790 - $1,390	20 New	20 $1,000
Q3 2021 Oct 06, 2021	SELL	$61.14 - $82.65 $122 - $165	-2 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$66.24 - $84.6 $132 - $169	2 New	2 $0
Q1 2021 Apr 30, 2021	BUY	$67.0 - $91.01 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$51.41 - $74.4 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	SELL	$46.15 - $61.64 $4,615 - $6,164	-100 Closed	0 $0
Q1 2020 May 12, 2020	SELL	$40.54 - $87.73 $2,391 - $5,176	-59 Reduced 37.11%	100 $6,000
Q4 2019 Jan 17, 2020	BUY	$51.99 - $76.5 $2,027 - $2,983	39 Added 32.5%	159 $11,000
Q3 2019 Nov 07, 2019	BUY	$55.4 - $81.98 $3,601 - $5,328	65 Added 118.18%	120 $7,000
Q1 2019 May 15, 2019	SELL	$52.86 - $84.51 $9,197 - $14,704	-174 Reduced 75.98%	55 $4,000
Q4 2018 Jan 23, 2019	BUY	$54.39 - $100.44 $6,907 - $12,755	127 Added 124.51%	229 $13,000
Q2 2018 Aug 07, 2018	SELL	$60.39 - $81.76 $31,100 - $42,106	-515 Reduced 83.47%	102 $0
Q1 2018 Jun 03, 2019	BUY	$46.47 - $66.82 $10,920 - $15,702	235 Added 61.52%	617 $29,000
Q1 2018 May 09, 2018	SELL	$46.47 - $66.82 $10,920 - $15,702	-235 Reduced 38.09%	382 $0
Q4 2017 Jan 24, 2018	SELL	$43.69 - $53.96 $5,898 - $7,284	-135 Reduced 17.95%	617 $0
Q3 2017 Oct 30, 2017	SELL	$40.6 - $50.58 $19,325 - $24,076	-476 Reduced 38.76%	752 $38,000
Q2 2017 Jun 03, 2019	BUY	N/A	1,157 Added 1629.58%	1,228 $61,000
Q4 2016 Jun 03, 2019	BUY	N/A	16 Added 29.09%	71 $3,000
Q1 2016 Jun 03, 2019	BUY	N/A	55	55 $4,000

Others Institutions Holding HQY

# of Institutions

413

Shares Held

82.3M

Call Options Held

41K

Put Options Held

61.9K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $6.76B
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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