Summit Trail Advisors, LLC Healthequity, Inc. Transaction History
Summit Trail Advisors, LLC
- $3.71 Billion
- Q1 2024
A detailed history of Summit Trail Advisors, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 3,363 shares of HQY stock, worth $289,890. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,363
Previous 3,363
-0.0%
Holding current value
$289,890
Previous $222,000
23.42%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding HQY
# of Institutions
388Shares Held
80.5MCall Options Held
157KPut Options Held
121K-
Black Rock Inc. New York, NY10.9MShares$942 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.77MShares$756 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT7.41MShares$639 Million3.18% of portfolio
-
State Street Corp Boston, MA3.05MShares$263 Million0.01% of portfolio
-
Clearbridge Investments, LLC New York, NY2.33MShares$201 Million0.16% of portfolio
About HEALTHEQUITY, INC.
- Ticker HQY
- Exchange NASDAQ
- Sector Healthcare
- Industry Health Information Services
- Shares Outstandng 84,530,704
- Market Cap $7.29B
- 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 ...