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Wealthspire Advisors (New York)’s E-Home Household Service Holdings EJH Stock Holding History

Wealthspire Advisors (New York)’s Portfolio EJH Stock Details EJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$274K – 652
2023
Q4 		$274K Buy
+1
New +$192K ﹤0.01% 543

Other funds holding EJH

UBS Group
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CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Wealthspire Advisors (New York)'s EJH Position: Q1 2024 in Review

Wealthspire Advisors (New York) sold out of E-Home Household Service Holdings (EJH) in Q1 2024, closing a stake of 1 share — an estimated $274K sold.

Wealthspire Advisors (New York) first reported a position in EJH in Q4 2023 and held it in 1 quarter. The position peaked at $274K in Q4 2023. 0 funds tracked by Wall St. Rank hold EJH as of Q1 2024.

  • Wealthspire Advisors (New York) reported no remaining E-Home Household Service Holdings position as of Q1 2024 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1 E-Home Household Service Holdings share in Q1 2024, an estimated $274K.
  • Wealthspire Advisors (New York) first reported a position in E-Home Household Service Holdings in Q4 2023 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s E-Home Household Service Holdings position peaked at $274K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held E-Home Household Service Holdings as of Q1 2024.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2024, filed 6 May 2024.