Legacy Financial Group (Iowa)
EH

Legacy Financial Group (Iowa)’s EHang Holdings EH Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-500
Closed -$9.01K – 168
2023
Q3 		$9.01K Buy
+500
New +$9.21K ﹤0.01% 338

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Legacy Financial Group (Iowa)'s EH Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of EHang Holdings (EH) in Q4 2023, closing a stake of 500 shares — an estimated $9.01K sold.

Legacy Financial Group (Iowa) first reported a position in EH in Q3 2023 and held it in 1 quarter. The position peaked at $9.01K in Q3 2023. 61 funds tracked by Wall St. Rank hold EH as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining EHang Holdings position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 500 EHang Holdings shares in Q4 2023, an estimated $9.01K.
  • Legacy Financial Group (Iowa) first reported a position in EHang Holdings in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s EHang Holdings position peaked at $9.01K in Q3 2023.
  • 61 funds tracked by Wall St. Rank held EHang Holdings as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.