TWA
EHTH icon

TCI Wealth Advisors’s eHealth EHTH Stock Holding History

TCI 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
2022
Q3 		– Sell
-395
Closed -$4K – 2326
2022
Q2 		$4K Buy
+395
New +$4.02K ﹤0.01% 1611
2022
Q1 		– Sell
-159
Closed -$4K – 2281
2021
Q4 		$4K Buy
159
+102
+179% +$3.39K ﹤0.01% 1798
2021
Q3 		$2K Sell
57
-7
-11% -$326 ﹤0.01% 2109
2021
Q2 		$4K Buy
64
+12
+23% +$789 ﹤0.01% 1556
2021
Q1 		$4K Buy
52
+34
+189% +$2.17K ﹤0.01% 1356
2020
Q4 		$1K Sell
18
-33
-65% -$2.51K ﹤0.01% 1364
2020
Q3 		$4K Hold
51
– – ﹤0.01% 834
2020
Q2 		$5K Hold
51
– – ﹤0.01% 733
2020
Q1 		$7K Hold
51
– – ﹤0.01% 635
2019
Q4 		$5K Sell
51
-28
-35% -$2.17K ﹤0.01% 842
2019
Q3 		$5K Hold
79
– – ﹤0.01% 796
2019
Q2 		$7K Buy
79
+54
+216% +$3.63K ﹤0.01% 689
2019
Q1 		$2K Buy
25
+7
+39% +$386 ﹤0.01% 1014
2018
Q4 		$1K Buy
+18
New +$605 ﹤0.01% 1189
2018
Q1 		– Sell
-185
Closed -$3K – 1370
2017
Q4 		$3K Sell
185
-74
-29% -$1.66K ﹤0.01% 893
2017
Q3 		$6K Hold
259
– – ﹤0.01% 692
2017
Q2 		$5K Hold
259
– – ﹤0.01% 747
2017
Q1 		$3K Hold
259
– – ﹤0.01% 835
2016
Q4 		$3K Hold
259
– – ﹤0.01% 901
2016
Q3 		$3K Buy
+259
New +$3.05K ﹤0.01% 852

Other funds holding EHTH

SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

TCI Wealth Advisors's EHTH Position: Q3 2022 in Review

TCI Wealth Advisors sold out of eHealth (EHTH) in Q3 2022, closing a stake of 395 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in EHTH in Q3 2016 and held it in 20 quarters. The position peaked at $7K in Q1 2020. 130 funds tracked by Wall St. Rank hold EHTH as of Q3 2022.

  • TCI Wealth Advisors reported no remaining eHealth position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 395 eHealth shares in Q3 2022, an estimated $4K.
  • TCI Wealth Advisors first reported a position in eHealth in Q3 2016 and held it in 20 quarters.
  • TCI Wealth Advisors's eHealth position peaked at $7K in Q1 2020.
  • 130 funds tracked by Wall St. Rank held eHealth as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.