A detailed history of Petrus Trust Company, Lta transactions in Healthequity, Inc. stock. As of the latest transaction made, Petrus Trust Company, Lta holds 5,183 shares of HQY stock, worth $513,013. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,183
Previous 9,385 44.77%
Holding current value
$513,013
Previous $808,000 47.52%
% of portfolio
0.04%
Previous 0.08%

Shares

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

Nov 14, 2024

SELL
$67.98 - $86.62 $285,651 - $363,977
-4,202 Reduced 44.77%
5,183 $424,000
Q2 2024

Aug 14, 2024

BUY
$75.85 - $86.94 $179,081 - $205,265
2,361 Added 33.61%
9,385 $808,000
Q1 2024

May 15, 2024

SELL
$66.17 - $83.53 $190,768 - $240,816
-2,883 Reduced 29.1%
7,024 $573,000
Q4 2023

Feb 14, 2024

BUY
$62.44 - $76.13 $114,827 - $140,003
1,839 Added 22.79%
9,907 $656,000
Q3 2023

Nov 14, 2023

BUY
$61.58 - $75.59 $88,798 - $109,000
1,442 Added 21.76%
8,068 $589,000
Q2 2023

Aug 14, 2023

BUY
$51.02 - $65.67 $129,488 - $166,670
2,538 Added 62.08%
6,626 $418,000
Q1 2023

May 15, 2023

SELL
$52.44 - $67.41 $471,802 - $606,487
-8,997 Reduced 68.76%
4,088 $240,000
Q4 2022

Feb 14, 2023

BUY
$57.65 - $78.5 $563,413 - $767,180
9,773 Added 295.08%
13,085 $806,000
Q3 2022

Nov 14, 2022

BUY
$56.95 - $73.5 $188,618 - $243,432
3,312 New
3,312 $222,000
Q3 2019

Nov 14, 2019

SELL
$55.4 - $81.98 $342,095 - $506,226
-6,175 Closed
0 $0
Q2 2019

Aug 14, 2019

BUY
$62.18 - $78.3 $383,961 - $483,502
6,175 New
6,175 $404,000
Q1 2019

May 15, 2019

SELL
$52.86 - $84.51 $208,744 - $333,729
-3,949 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$54.39 - $100.44 $61,569 - $113,698
1,132 Added 40.18%
3,949 $236,000
Q3 2018

Nov 14, 2018

BUY
$74.12 - $97.32 $208,796 - $274,150
2,817 New
2,817 $266,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.37B
  • 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
Track This Portfolio

Track Petrus Trust Company, Lta Portfolio

Follow Petrus Trust Company, Lta and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Petrus Trust Company, Lta, based on Form 13F filings with the SEC.

News

Stay updated on Petrus Trust Company, Lta with notifications on news.