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Blue Zone Wealth Advisors’s SelectQuote SLQT Stock Holding History

Blue Zone Wealth Advisors’s Portfolio SLQT Stock Details SLQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-20,000
Closed -$55.2K – 101
2024
Q2 		$55.2K Sell
20,000
-26,133
-57% -$62.9K 0.02% 85
2024
Q1 		$92.3K Buy
+46,133
New +$69K 0.03% 84

Other funds holding SLQT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Blue Zone Wealth Advisors's SLQT Position: Q3 2024 in Review

Blue Zone Wealth Advisors sold out of SelectQuote (SLQT) in Q3 2024, closing a stake of 20,000 shares — an estimated $55.2K sold.

Blue Zone Wealth Advisors first reported a position in SLQT in Q1 2024 and held it in 2 quarters. The position peaked at $92.3K in Q1 2024. 136 funds tracked by Wall St. Rank hold SLQT as of Q3 2024.

  • Blue Zone Wealth Advisors reported no remaining SelectQuote position as of Q3 2024 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 20,000 SelectQuote shares in Q3 2024, an estimated $55.2K.
  • Blue Zone Wealth Advisors first reported a position in SelectQuote in Q1 2024 and held it in 2 quarters.
  • Blue Zone Wealth Advisors's SelectQuote position peaked at $92.3K in Q1 2024.
  • 136 funds tracked by Wall St. Rank held SelectQuote as of Q3 2024.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.