A detailed history of Clari Vest Asset Management LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Clari Vest Asset Management LLC holds 42,233 shares of HQY stock, worth $4.04 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
42,233
Previous 42,233 -0.0%
Holding current value
$4.04 Million
Previous $3.64 Million 5.03%
% of portfolio
0.35%
Previous 0.38%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$75.85 - $86.94 $2,199 - $2,521
29 Added 0.07%
42,233 $3.64 Million
Q1 2024

May 06, 2024

SELL
$66.17 - $83.53 $171,909 - $217,010
-2,598 Reduced 5.8%
42,204 $3.45 Million
Q4 2023

Feb 13, 2024

SELL
$62.44 - $76.13 $238,520 - $290,816
-3,820 Reduced 7.86%
44,802 $2.97 Million
Q3 2023

Nov 13, 2023

BUY
$61.58 - $75.59 $1,785 - $2,192
29 Added 0.06%
48,622 $3.55 Million
Q2 2023

Aug 14, 2023

BUY
$51.02 - $65.67 $1.71 Million - $2.2 Million
33,481 Added 221.55%
48,593 $3.07 Million
Q1 2023

May 08, 2023

BUY
$52.44 - $67.41 $2,307 - $2,966
44 Added 0.29%
15,112 $887,000
Q4 2022

Feb 14, 2023

BUY
$57.65 - $78.5 $868,670 - $1.18 Million
15,068 New
15,068 $928,000
Q3 2021

Nov 08, 2021

SELL
$61.14 - $82.65 $511,558 - $691,532
-8,367 Closed
0 $0
Q2 2021

Aug 09, 2021

SELL
$66.24 - $84.6 $187,260 - $239,164
-2,827 Reduced 25.25%
8,367 $673,000
Q1 2021

May 13, 2021

SELL
$67.0 - $91.01 $46,900 - $63,707
-700 Reduced 5.89%
11,194 $762,000
Q4 2020

Feb 09, 2021

SELL
$51.41 - $74.4 $835,155 - $1.21 Million
-16,245 Reduced 57.73%
11,894 $829,000
Q3 2020

Nov 09, 2020

SELL
$46.15 - $61.64 $58,425 - $78,036
-1,266 Reduced 4.31%
28,139 $1.45 Million
Q2 2020

Aug 12, 2020

SELL
$41.09 - $67.57 $38,254 - $62,907
-931 Reduced 3.07%
29,405 $1.72 Million
Q1 2020

May 04, 2020

SELL
$40.54 - $87.73 $2.66 Million - $5.76 Million
-65,693 Reduced 68.41%
30,336 $1.54 Million
Q4 2019

Feb 12, 2020

SELL
$51.99 - $76.5 $2.5 Million - $3.67 Million
-47,993 Reduced 33.32%
96,029 $7.11 Million
Q3 2019

Nov 12, 2019

BUY
$55.4 - $81.98 $2.55 Million - $3.78 Million
46,113 Added 47.1%
144,022 $8.23 Million
Q2 2019

Aug 16, 2019

BUY
$62.18 - $78.3 $6.09 Million - $7.67 Million
97,909 New
97,909 $6.4 Million

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.09B
  • 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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