Ameritas Advisory Services’s XWELL XWEL Stock Holding History

Ameritas Advisory Services’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
2023 Q2	–	Sell	-100	Closed	-$722	–	2575
2023 Q1	$722	Buy	+100	New	+$832	﹤0.01%	2599

Other funds holding XWEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Advisory Services's XWEL Position: Q2 2023 in Review

Ameritas Advisory Services sold out of XWELL (XWEL) in Q2 2023, closing a stake of 100 shares — an estimated $722 sold.

Ameritas Advisory Services first reported a position in XWEL in Q1 2023 and held it in 1 quarter. The position peaked at $722 in Q1 2023. 26 funds tracked by Wall St. Rank hold XWEL as of Q2 2023.

Ameritas Advisory Services reported no remaining XWELL position as of Q2 2023 after selling out during the quarter.
Ameritas Advisory Services sold 100 XWELL shares in Q2 2023, an estimated $722.
Ameritas Advisory Services first reported a position in XWELL in Q1 2023 and held it in 1 quarter.
Ameritas Advisory Services's XWELL position peaked at $722 in Q1 2023.
26 funds tracked by Wall St. Rank held XWELL as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.