SOA Wealth Advisors’s eHealth EHTH Stock Holding History

SOA Wealth Advisors’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	-1,000	Closed	-$7.4K	–	914
2023 Q3	$7.4K	Hold	1,000	–	–	﹤0.01%	563
2023 Q2	$8.04K	Hold	1,000	–	–	﹤0.01%	563
2023 Q1	$9.36K	Hold	1,000	–	–	﹤0.01%	533
2022 Q4	$4.84K	Hold	1,000	–	–	﹤0.01%	628
2022 Q3	$3K	Hold	1,000	–	–	﹤0.01%	655
2022 Q2	$9K	Hold	1,000	–	–	﹤0.01%	505
2022 Q1	$12K	Hold	1,000	–	–	﹤0.01%	547
2021 Q4	$25K	Hold	1,000	–	–	0.01%	405
2021 Q3	$40K	Hold	1,000	–	–	0.01%	333
2021 Q2	$58K	Hold	1,000	–	–	0.01%	292
2021 Q1	$72K	Hold	1,000	–	–	0.02%	232
2020 Q4	$58K	Buy	+1,000	New	+$76K	0.02%	244

Other funds holding EHTH

PAI

Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

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 $710M AUM 250.3% 1-Year Est. Return

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

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SOA Wealth Advisors's EHTH Position: Q4 2023 in Review

SOA Wealth Advisors sold out of eHealth (EHTH) in Q4 2023, closing a stake of 1,000 shares — an estimated $7.4K sold.

SOA Wealth Advisors first reported a position in EHTH in Q4 2020 and held it in 12 quarters. The position peaked at $72K in Q1 2021. 116 funds tracked by Wall St. Rank hold EHTH as of Q4 2023.

SOA Wealth Advisors reported no remaining eHealth position as of Q4 2023 after selling out during the quarter.
SOA Wealth Advisors sold 1,000 eHealth shares in Q4 2023, an estimated $7.4K.
SOA Wealth Advisors first reported a position in eHealth in Q4 2020 and held it in 12 quarters.
SOA Wealth Advisors's eHealth position peaked at $72K in Q1 2021.
116 funds tracked by Wall St. Rank held eHealth as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.