AF
WE

Allworth Financial’s WeWork Inc. WE Stock Holding History

Allworth Financial’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
-250
Closed -$753 – 3678
2023
Q3 		$753 Buy
250
+249
+24,900% +$1.71K ﹤0.01% 2931
2023
Q2 		$8 Hold
1
– – ﹤0.01% 3231
2023
Q1 		$24 Buy
+1
New +$55 ﹤0.01% 3138
2022
Q4 		– Hold
0
– – – 2963
2022
Q3 		– Hold
0
– – – 3205
2022
Q2 		– Hold
0
– – – 2928

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

Allworth Financial's WE Position: Q4 2023 in Review

Allworth Financial sold out of WeWork Inc. (WE) in Q4 2023, closing a stake of 250 shares — an estimated $753 sold.

Allworth Financial first reported a position in WE in Q1 2023 and held it in 3 quarters. The position peaked at $753 in Q3 2023. 13 funds tracked by Wall St. Rank hold WE as of Q4 2023.

  • Allworth Financial reported no remaining WeWork Inc. position as of Q4 2023 after selling out during the quarter.
  • Allworth Financial sold 250 WeWork Inc. shares in Q4 2023, an estimated $753.
  • Allworth Financial first reported a position in WeWork Inc. in Q1 2023 and held it in 3 quarters.
  • Allworth Financial's WeWork Inc. position peaked at $753 in Q3 2023.
  • 13 funds tracked by Wall St. Rank held WeWork Inc. as of Q4 2023.

Based on Allworth Financial's 13F filing for Q4 2023, filed 24 Jan 2024.