Retirement Planning CO Of New England, Inc. Healthequity, Inc. Transaction History

Retirement Planning CO Of New England, Inc.

$182 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$45.4 - $67.44 $4,540 - $6,744	-100 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$39.52 - $69.52 $3,952 - $6,952	100 New	100 $4,000

Others Institutions Holding HQY

# of Institutions

388

Shares Held

80.5M

Call Options Held

157K

Put Options Held

121K

Black Rock Inc. New York, NY

10.9M
Shares

$902 Million
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

8.77M
Shares

$724 Million
0.01% of portfolio
Wasatch Advisors Inc Salt Lake City, UT

7.41M
Shares

$612 Million
3.18% of portfolio
State Street Corp Boston, MA

3.05M
Shares

$252 Million
0.01% of portfolio
Clearbridge Investments, LLC New York, NY

2.33M
Shares

$193 Million
0.16% of portfolio

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $6.98B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Planning CO Of New England, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning CO Of New England, Inc. with notifications on news.

Account