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Advisor Group’s XWELL XWEL Stock Holding History

Advisor Group’s Portfolio XWEL Stock Details XWEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Hold
0
– – – 5257
2018
Q3 		– Hold
0
– – – 5237
2016
Q4 		– Sell
-6
Closed -$20K – 4634
2016
Q3 		$20K Sell
6
-1
-14% -$2.66K ﹤0.01% 3156
2016
Q2 		$15K Buy
+7
New +$16.2K ﹤0.01% 3265

Other funds holding XWEL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $797M AUM 28.71% 1-Year Est. Return

Advisor Group's XWEL Position: Q4 2018 in Review

Advisor Group held its XWELL (XWEL) position steady in Q4 2018 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #5257.

Advisor Group first reported a position in XWEL in Q2 2016 and has held it in 2 quarters since. The position peaked at $20K in Q3 2016. 11 funds tracked by Wall St. Rank hold XWEL as of Q4 2018.

  • Advisor Group held 0 shares of XWELL worth $0 as of Q4 2018.
  • Advisor Group left its XWELL share count unchanged in Q4 2018.
  • XWELL made up ﹤0.01% of Advisor Group's portfolio in Q4 2018, its #5257 holding.
  • Advisor Group first reported a position in XWELL in Q2 2016 and has held it in 2 quarters since.
  • Advisor Group's XWELL position peaked at $20K in Q3 2016.
  • 11 funds tracked by Wall St. Rank held XWELL as of Q4 2018.

Based on Advisor Group's 13F filing for Q4 2018, filed 11 Feb 2019.