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Private Wealth Management Group’s eHealth EHTH Stock Holding History

Private Wealth Management Group’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
2024
Q2 		– Sell
-339
Closed -$2.04K – 1539
2024
Q1 		$2.04K Hold
339
– – ﹤0.01% 957
2023
Q4 		$2.96K Buy
+339
New +$2.77K ﹤0.01% 812

Other funds holding EHTH

8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
DA
DSC Advisors Chicago, Illinois $11M AUM 5.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Private Wealth Management Group's EHTH Position: Q2 2024 in Review

Private Wealth Management Group sold out of eHealth (EHTH) in Q2 2024, closing a stake of 339 shares — an estimated $2.04K sold.

Private Wealth Management Group first reported a position in EHTH in Q4 2023 and held it in 2 quarters. The position peaked at $2.96K in Q4 2023. 115 funds tracked by Wall St. Rank hold EHTH as of Q2 2024.

  • Private Wealth Management Group reported no remaining eHealth position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 339 eHealth shares in Q2 2024, an estimated $2.04K.
  • Private Wealth Management Group first reported a position in eHealth in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's eHealth position peaked at $2.96K in Q4 2023.
  • 115 funds tracked by Wall St. Rank held eHealth as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.