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	–	1373
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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return