A detailed history of Institutional & Family Asset Management, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 21 shares of HQY stock, worth $2,189. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21
Previous 21 -0.0%
Holding current value
$2,189
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023

BUY
$61.58 - $75.59 $369 - $453
6 Added 40.0%
21 $1,000
Q1 2023

May 08, 2023

SELL
$52.44 - $67.41 $314 - $404
-6 Reduced 28.57%
15 $0
Q2 2022

Aug 08, 2022

BUY
$54.14 - $71.62 $324 - $429
6 Added 40.0%
21 $1,000
Q3 2020

Oct 30, 2020

SELL
$46.15 - $61.64 $738 - $986
-16 Reduced 51.61%
15 $1,000
Q2 2020

Aug 14, 2020

SELL
$41.09 - $67.57 $205 - $337
-5 Reduced 13.89%
31 $2,000
Q3 2019

Nov 14, 2019

SELL
$55.4 - $81.98 $55 - $81
-1 Reduced 2.7%
36 $2,000
Q1 2018

May 14, 2018

BUY
$46.47 - $66.82 $1,719 - $2,472
37 New
37 $2,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.81B
  • 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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