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RPg Family Wealth Advisory’s eHealth EHTH Stock Holding History

RPg Family Wealth Advisory’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
Q3 		– Sell
-20,103
Closed -$1.17M – 282
2021
Q2 		$1.17M Buy
+20,103
New +$1.32M 0.48% 52
2020
Q4 		$1.39M Sell
19,727
-351
-2% -$26.7K 0.66% 47
2020
Q3 		$1.59M Buy
20,078
+8,258
+70% +$669K 0.83% 45
2020
Q2 		$1.16M Sell
11,820
-605
-5% -$70.3K 0.71% 49
2020
Q1 		$1.75M Sell
12,425
-7,381
-37% -$846K 1.36% 25
2019
Q4 		$1.9M Sell
19,806
-641
-3% -$49.7K 1.09% 27
2019
Q3 		$1.37M Sell
20,447
-1,464
-7% -$132K 0.83% 36
2019
Q2 		$1.89M Sell
21,911
-7,292
-25% -$491K 1.12% 29
2019
Q1 		$1.82M Buy
+29,203
New +$1.61M 1.08% 32

Other funds holding EHTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HEC
Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return