PWMG
EHTH icon

Provence Wealth Management Group’s eHealth EHTH Stock Holding History

Provence 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
2023
Q4 		– Sell
-100
Closed -$740 – 468
2023
Q3 		$740 Buy
+100
New +$786 ﹤0.01% 433

Other funds holding EHTH

PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Provence Wealth Management Group's EHTH Position: Q4 2023 in Review

Provence Wealth Management Group sold out of eHealth (EHTH) in Q4 2023, closing a stake of 100 shares — an estimated $740 sold.

Provence Wealth Management Group first reported a position in EHTH in Q3 2023 and held it in 1 quarter. The position peaked at $740 in Q3 2023. 116 funds tracked by Wall St. Rank hold EHTH as of Q4 2023.

  • Provence Wealth Management Group reported no remaining eHealth position as of Q4 2023 after selling out during the quarter.
  • Provence Wealth Management Group sold 100 eHealth shares in Q4 2023, an estimated $740.
  • Provence Wealth Management Group first reported a position in eHealth in Q3 2023 and held it in 1 quarter.
  • Provence Wealth Management Group's eHealth position peaked at $740 in Q3 2023.
  • 116 funds tracked by Wall St. Rank held eHealth as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.