FA
EH

Fiduciary Alliance’s EHang Holdings EH Stock Holding History

Fiduciary Alliance’s Portfolio EH Stock Details EH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-100
Closed -$1.52K – 387
2023
Q2 		$1.52K Buy
+100
New +$1.16K ﹤0.01% 827
2023
Q1 		– Sell
-100
Closed -$858 – 352
2022
Q4 		$858 Buy
+100
New +$522 ﹤0.01% 798

Other funds holding EH

APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Fiduciary Alliance's EH Position: Q3 2023 in Review

Fiduciary Alliance sold out of EHang Holdings (EH) in Q3 2023, closing a stake of 100 shares — an estimated $1.52K sold.

Fiduciary Alliance first reported a position in EH in Q4 2022 and held it in 2 quarters. The position peaked at $1.52K in Q2 2023. 62 funds tracked by Wall St. Rank hold EH as of Q3 2023.

  • Fiduciary Alliance reported no remaining EHang Holdings position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 100 EHang Holdings shares in Q3 2023, an estimated $1.52K.
  • Fiduciary Alliance first reported a position in EHang Holdings in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's EHang Holdings position peaked at $1.52K in Q2 2023.
  • 62 funds tracked by Wall St. Rank held EHang Holdings as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.