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Healthequity shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Healthequity

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All positions including Healthequity held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthequity by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $6.2M 85k 73.05
2023-06-30 $3.8M 60k 63.14
2023-03-31 $3.4M 59k 58.71
2022-12-31 $4.9M 79k 61.64
2022-09-30 $5.3M 79k 67.17
2022-06-30 $4.3M 70k 61.39
2022-03-31 $4.6M 68k 67.44
2021-12-31 $2.1M 47k 44.23
2021-09-30 $3.0M 46k 64.76
2021-06-30 $3.2M 40k 80.47
2021-03-31 $2.0M 30k 68.00
2020-12-31 $1.5M 21k 69.72
2020-09-30 $1.3M 25k 51.37
2020-06-30 $1.2M 20k 58.69
2020-03-31 $986k 20k 50.59
2019-12-31 $1.2M 16k 74.07
2019-09-30 $1.7M 29k 57.14
2019-06-30 $2.4M 36k 65.41
2019-03-31 $1.6M 22k 73.99
2018-12-31 $1.2M 20k 59.65
2018-06-30 $299k 4.0k 74.96
2018-03-31 $416k 6.7k 62.30
2017-12-31 $254k 5.4k 46.71
2017-09-30 $273k 5.4k 50.84
2016-12-31 $153k 3.8k 40.40
2016-09-30 $178k 4.7k 37.82
2016-06-30 $138k 4.6k 30.33