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Independent Financial Group’s eGain EGAN Stock Holding History

Independent Financial Group’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
2024
Q3 		– Sell
-19,093
Closed -$120K – 1145
2024
Q2 		$120K Buy
19,093
+8,097
+74% +$50.2K ﹤0.01% 1045
2024
Q1 		$70.9K Buy
+10,996
New +$75.4K ﹤0.01% 995

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAM
Bullseye Asset Management Denver, Colorado $197M AUM 20.63% 1-Year Est. Return

Independent Financial Group's EGAN Position: Q3 2024 in Review

Independent Financial Group sold out of eGain (EGAN) in Q3 2024, closing a stake of 19,093 shares — an estimated $120K sold.

Independent Financial Group first reported a position in EGAN in Q1 2024 and held it in 2 quarters. The position peaked at $120K in Q2 2024. 86 funds tracked by Wall St. Rank hold EGAN as of Q3 2024.

  • Independent Financial Group reported no remaining eGain position as of Q3 2024 after selling out during the quarter.
  • Independent Financial Group sold 19,093 eGain shares in Q3 2024, an estimated $120K.
  • Independent Financial Group first reported a position in eGain in Q1 2024 and held it in 2 quarters.
  • Independent Financial Group's eGain position peaked at $120K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held eGain as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.