SkyOak Wealth’s SelectQuote SLQT Stock Holding History

SkyOak Wealth’s Portfolio SLQT Stock Details SLQT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-6,888	Closed	-$217K	–	246
2021 Q1	$217K	Buy	+6,888	New	+$181K	0.06%	207

Other funds holding SLQT

BEP

Brookside Equity Partners Stamford, Connecticut $22.5M AUM 62.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SkyOak Wealth's SLQT Position: Q2 2021 in Review

SkyOak Wealth sold out of SelectQuote (SLQT) in Q2 2021, closing a stake of 6,888 shares — an estimated $217K sold.

SkyOak Wealth first reported a position in SLQT in Q1 2021 and held it in 1 quarter. The position peaked at $217K in Q1 2021. 178 funds tracked by Wall St. Rank hold SLQT as of Q2 2021.

SkyOak Wealth reported no remaining SelectQuote position as of Q2 2021 after selling out during the quarter.
SkyOak Wealth sold 6,888 SelectQuote shares in Q2 2021, an estimated $217K.
SkyOak Wealth first reported a position in SelectQuote in Q1 2021 and held it in 1 quarter.
SkyOak Wealth's SelectQuote position peaked at $217K in Q1 2021.
178 funds tracked by Wall St. Rank held SelectQuote as of Q2 2021.

Based on SkyOak Wealth's 13F filing for Q2 2021, filed 19 Jul 2021.