WAM
EHTH icon

Wealthspire Advisors (Maryland)’s eHealth EHTH Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-38
Closed -$2K – 900
2019
Q1 		$2K Hold
38
– – ﹤0.01% 2140
2018
Q4 		$1K Buy
+38
New +$1.28K ﹤0.01% 2258
2018
Q1 		– Sell
-10
Closed – – 2524
2017
Q4 		$0 Hold
10
– – ﹤0.01% 2459
2017
Q3 		$0 Buy
+10
New +$204 ﹤0.01% 2301

Other funds holding EHTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return