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Delos Wealth Advisors’s eGain EGAN Stock Holding History

Delos Wealth Advisors’s Portfolio EGAN Stock Details EGAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-166
Closed -$1.26K – 379
2023
Q1 		$1.26K Hold
166
– – ﹤0.01% 205
2022
Q4 		$1.5K Buy
+166
New +$1.37K ﹤0.01% 214

Other funds holding EGAN

OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Delos Wealth Advisors's EGAN Position: Q2 2023 in Review

Delos Wealth Advisors sold out of eGain (EGAN) in Q2 2023, closing a stake of 166 shares — an estimated $1.26K sold.

Delos Wealth Advisors first reported a position in EGAN in Q4 2022 and held it in 2 quarters. The position peaked at $1.5K in Q4 2022. 74 funds tracked by Wall St. Rank hold EGAN as of Q2 2023.

  • Delos Wealth Advisors reported no remaining eGain position as of Q2 2023 after selling out during the quarter.
  • Delos Wealth Advisors sold 166 eGain shares in Q2 2023, an estimated $1.26K.
  • Delos Wealth Advisors first reported a position in eGain in Q4 2022 and held it in 2 quarters.
  • Delos Wealth Advisors's eGain position peaked at $1.5K in Q4 2022.
  • 74 funds tracked by Wall St. Rank held eGain as of Q2 2023.

Based on Delos Wealth Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.