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Coppell Advisory Solutions’s eHealth EHTH Stock Holding History

Coppell Advisory Solutions’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
Q4 		– Sell
-10
Closed -$300 – 1772
2023
Q3 		$300 Buy
+10
New +$79 ﹤0.01% 1076
2023
Q1 		– Sell
-10
Closed -$300 – 451
2022
Q4 		$300 Buy
+10
New +$37 ﹤0.01% 1077

Other funds holding EHTH

PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coppell Advisory Solutions's EHTH Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of eHealth (EHTH) in Q4 2023, closing a stake of 10 shares — an estimated $300 sold.

Coppell Advisory Solutions first reported a position in EHTH in Q4 2022 and held it in 2 quarters. The position peaked at $300 in Q3 2023. 116 funds tracked by Wall St. Rank hold EHTH as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining eHealth position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 10 eHealth shares in Q4 2023, an estimated $300.
  • Coppell Advisory Solutions first reported a position in eHealth in Q4 2022 and held it in 2 quarters.
  • Coppell Advisory Solutions's eHealth position peaked at $300 in Q3 2023.
  • 116 funds tracked by Wall St. Rank held eHealth as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.