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Pinnacle Wealth Planning Services’s eHealth EHTH Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio EHTH Stock Details EHTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-31
Closed -$2K – 821
2020
Q4 		$2K Buy
+31
New +$2.36K ﹤0.01% 1919

Other funds holding EHTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Starboard Value
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Ruffer LLP
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
HEC
Hudson Executive Capital New York $50.9M AUM 22.11% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's EHTH Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of eHealth (EHTH) in Q1 2021, closing a stake of 31 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in EHTH in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 199 funds tracked by Wall St. Rank hold EHTH as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining eHealth position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 31 eHealth shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in eHealth in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's eHealth position peaked at $2K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held eHealth as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.