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

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

Findell Capital Management New York $340M AUM 135.6% 1-Year Est. Return

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

Nantahala Capital Management New Canaan, Connecticut $1.6B 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

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