First Republic Investment Management, Inc. Healthequity, Inc. Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

A detailed history of First Republic Investment Management, Inc. transactions in Healthequity, Inc. stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 5,319 shares of HQY stock, worth $533,602. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,319

Previous 5,848 9.05%

Holding current value

$533,602

Previous $369,000 5.15%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	SELL	$61.58 - $75.59 $32,575 - $39,987	-529 Reduced 9.05%	5,319 $388,000
Q2 2023 Jul 28, 2023	SELL	$51.02 - $65.67 $238,671 - $307,204	-4,678 Reduced 44.44%	5,848 $369,000
Q1 2023 May 11, 2023	SELL	$52.44 - $67.41 $420,096 - $540,021	-8,011 Reduced 43.22%	10,526 $617,000
Q4 2022 Feb 13, 2023	SELL	$57.65 - $78.5 $2,075 - $2,826	-36 Reduced 0.19%	18,537 $1.14 Million
Q3 2022 Nov 03, 2022	SELL	$56.95 - $73.5 $46,869 - $60,490	-823 Reduced 4.24%	18,573 $1.25 Million
Q2 2022 Aug 16, 2022	BUY	$54.14 - $71.62 $132,588 - $175,397	2,449 Added 14.45%	19,396 $1.19 Million
Q1 2022 May 16, 2022	SELL	$45.4 - $67.44 $42,903 - $63,730	-945 Reduced 5.28%	16,947 $1.14 Million
Q4 2021 Feb 09, 2022	SELL	$39.52 - $69.52 $435,194 - $765,554	-11,012 Reduced 38.1%	17,892 $792,000
Q3 2021 Nov 12, 2021	BUY	$61.14 - $82.65 $43,287 - $58,516	708 Added 2.51%	28,904 $1.87 Million
Q2 2021 Aug 16, 2021	BUY	$66.24 - $84.6 $1.33 Million - $1.7 Million	20,047 Added 246.01%	28,196 $2.27 Million
Q1 2021 May 14, 2021	SELL	$67.0 - $91.01 $243,076 - $330,184	-3,628 Reduced 30.81%	8,149 $554,000
Q4 2020 Feb 16, 2021	BUY	$51.41 - $74.4 $286,096 - $414,036	5,565 Added 89.58%	11,777 $821,000
Q3 2020 Nov 12, 2020	BUY	$46.15 - $61.64 $286,683 - $382,907	6,212 New	6,212 $319,000
Q3 2019 Nov 08, 2019	SELL	$55.4 - $81.98 $3.15 Million - $4.66 Million	-56,807 Closed	0 $0
Q2 2019 Aug 07, 2019	BUY	$62.18 - $78.3 $2.03 Million - $2.55 Million	32,626 Added 134.92%	56,807 $3.72 Million
Q1 2019 Apr 30, 2019	BUY	$52.86 - $84.51 $1.28 Million - $2.04 Million	24,181 New	24,181 $1.79 Million

Others Institutions Holding HQY

# of Institutions

437

Shares Held

81.6M

Call Options Held

205K

Put Options Held

101K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $8.48B
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 First Republic Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on First Republic Investment Management, Inc. with notifications on news.

Account

First Republic Investment Management, Inc. Healthequity, Inc. Transaction History