AE Wealth Management’s eHealth EHTH Stock Holding History

AE Wealth Management’s Portfolio EHTH Stock Details EHTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,935	Closed	-$87.9K	–	1987
2023 Q2	$87.9K	Buy	+10,935	New	+$87.4K	﹤0.01%	1819

Other funds holding EHTH

PAI

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's EHTH Position: Q3 2023 in Review

AE Wealth Management sold out of eHealth (EHTH) in Q3 2023, closing a stake of 10,935 shares — an estimated $87.9K sold.

AE Wealth Management first reported a position in EHTH in Q2 2023 and held it in 1 quarter. The position peaked at $87.9K in Q2 2023. 109 funds tracked by Wall St. Rank hold EHTH as of Q3 2023.

AE Wealth Management reported no remaining eHealth position as of Q3 2023 after selling out during the quarter.
AE Wealth Management sold 10,935 eHealth shares in Q3 2023, an estimated $87.9K.
AE Wealth Management first reported a position in eHealth in Q2 2023 and held it in 1 quarter.
AE Wealth Management's eHealth position peaked at $87.9K in Q2 2023.
109 funds tracked by Wall St. Rank held eHealth as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.