AWM
WE

Activest Wealth Management’s WeWork Inc. WE Stock Holding History

Activest Wealth Management’s Portfolio WE Stock Details WE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1
Closed -$3 – 380
2023
Q3 		$3 Sell
1
-1
-50% -$7 ﹤0.01% 341
2023
Q2 		$857 Hold
2
– – ﹤0.01% 275
2023
Q1 		$57 Hold
2
– – ﹤0.01% 314
2022
Q4 		$106 Hold
2
– – ﹤0.01% 448
2022
Q3 		$0 Hold
2
– – ﹤0.01% 632
2022
Q2 		$0 Hold
2
– – ﹤0.01% 406
2022
Q1 		$1K Buy
+2
New +$573 ﹤0.01% 333

Other funds holding WE

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
VSI
Verde Servicos Internacionais Sao Paulo, Brazil $326M AUM 26.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $810M AUM 13.94% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return

Activest Wealth Management's WE Position: Q4 2023 in Review

Activest Wealth Management sold out of WeWork Inc. (WE) in Q4 2023, closing a stake of 1 share — an estimated $3 sold.

Activest Wealth Management first reported a position in WE in Q1 2022 and held it in 7 quarters. The position peaked at $1K in Q1 2022. 13 funds tracked by Wall St. Rank hold WE as of Q4 2023.

  • Activest Wealth Management reported no remaining WeWork Inc. position as of Q4 2023 after selling out during the quarter.
  • Activest Wealth Management sold 1 WeWork Inc. share in Q4 2023, an estimated $3.
  • Activest Wealth Management first reported a position in WeWork Inc. in Q1 2022 and held it in 7 quarters.
  • Activest Wealth Management's WeWork Inc. position peaked at $1K in Q1 2022.
  • 13 funds tracked by Wall St. Rank held WeWork Inc. as of Q4 2023.

Based on Activest Wealth Management's 13F filing for Q4 2023, filed 19 Jan 2024.