VWM
EHTH icon

Venturi Wealth Management’s eHealth EHTH Stock Holding History

Venturi Wealth Management’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
2024
Q2 		– Sell
-500
Closed -$3.02K – 1501
2024
Q1 		$3.02K Hold
500
– – ﹤0.01% 1178
2023
Q4 		$4.36K Hold
500
– – ﹤0.01% 1059
2023
Q3 		$3.7K Hold
500
– – ﹤0.01% 1051
2023
Q2 		$4.02K Sell
500
-200
-29% -$1.6K ﹤0.01% 794
2023
Q1 		$6.55K Buy
+700
New +$5.5K ﹤0.01% 779

Other funds holding EHTH

8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
DA
DSC Advisors Chicago, Illinois $11M AUM 5.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Venturi Wealth Management's EHTH Position: Q2 2024 in Review

Venturi Wealth Management sold out of eHealth (EHTH) in Q2 2024, closing a stake of 500 shares — an estimated $3.02K sold.

Venturi Wealth Management first reported a position in EHTH in Q1 2023 and held it in 5 quarters. The position peaked at $6.55K in Q1 2023. 115 funds tracked by Wall St. Rank hold EHTH as of Q2 2024.

  • Venturi Wealth Management reported no remaining eHealth position as of Q2 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 500 eHealth shares in Q2 2024, an estimated $3.02K.
  • Venturi Wealth Management first reported a position in eHealth in Q1 2023 and held it in 5 quarters.
  • Venturi Wealth Management's eHealth position peaked at $6.55K in Q1 2023.
  • 115 funds tracked by Wall St. Rank held eHealth as of Q2 2024.

Based on Venturi Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.