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McGlone Suttner Wealth Management’s eGain EGAN Stock Holding History

McGlone Suttner Wealth Management’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
Q1 		– Sell
-2
Closed -$17 – 343
2023
Q4 		$17 Buy
+2
New +$14 ﹤0.01% 820

Other funds holding EGAN

KWM
Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 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

McGlone Suttner Wealth Management's EGAN Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of eGain (EGAN) in Q1 2024, closing a stake of 2 shares — an estimated $17 sold.

McGlone Suttner Wealth Management first reported a position in EGAN in Q4 2023 and held it in 1 quarter. The position peaked at $17 in Q4 2023. 87 funds tracked by Wall St. Rank hold EGAN as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining eGain position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 2 eGain shares in Q1 2024, an estimated $17.
  • McGlone Suttner Wealth Management first reported a position in eGain in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's eGain position peaked at $17 in Q4 2023.
  • 87 funds tracked by Wall St. Rank held eGain as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.