A detailed history of New Edge Advisors, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, New Edge Advisors, LLC holds 12,599 shares of HQY stock, worth $1.31 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,599
Previous 11,252 11.97%
Holding current value
$1.31 Million
Previous $969,000 6.4%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$67.98 - $86.62 $91,569 - $116,677
1,347 Added 11.97%
12,599 $1.03 Million
Q2 2024

Aug 15, 2024

SELL
$75.85 - $86.94 $233,314 - $267,427
-3,076 Reduced 21.47%
11,252 $969,000
Q1 2024

May 14, 2024

SELL
$66.17 - $83.53 $79,536 - $100,403
-1,202 Reduced 7.74%
14,328 $1.17 Million
Q4 2023

Feb 13, 2024

BUY
$62.44 - $76.13 $251,258 - $306,347
4,024 Added 34.97%
15,530 $1.03 Million
Q3 2023

Nov 14, 2023

SELL
$61.58 - $75.59 $110,351 - $135,457
-1,792 Reduced 13.48%
11,506 $840,000
Q2 2023

Aug 14, 2023

BUY
$51.02 - $65.67 $16,938 - $21,802
332 Added 2.56%
13,298 $839,000
Q1 2023

May 12, 2023

SELL
$52.44 - $67.41 $80,914 - $104,013
-1,543 Reduced 10.63%
12,966 $761,000
Q4 2022

Feb 14, 2023

BUY
$57.65 - $78.5 $114,435 - $155,822
1,985 Added 15.85%
14,509 $894,000
Q3 2022

Nov 14, 2022

BUY
$56.95 - $73.5 $713,241 - $920,514
12,524 New
12,524 $841,000

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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