Arete Wealth Advisors’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Arete Wealth Advisors’s Portfolio SHCR Stock Details SHCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14,352	Closed	-$20K	–	806
2024 Q3	$20K	Hold	14,352	–	–	﹤0.01%	697
2024 Q2	$20K	Buy	+14,352	New	+$11.8K	﹤0.01%	715
2024 Q1	–	Sell	-14,352	Closed	-$15.5K	–	769
2023 Q4	$15.5K	Hold	14,352	–	–	﹤0.01%	729
2023 Q3	$13.5K	Hold	14,352	–	–	﹤0.01%	493
2023 Q2	$25K	Hold	14,352	–	–	﹤0.01%	653
2023 Q1	$20K	Buy	14,352 +11,803	+463%	+$26.7K	﹤0.01%	636
2022 Q4	$201K	Sell	2,549 -10,803	-81%	-$20K	0.02%	561
2022 Q3	$25K	Hold	13,352	–	–	﹤0.01%	568
2022 Q2	$21K	Buy	+13,352	New	+$32.8K	﹤0.01%	450

Other funds holding SHCR

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Arete Wealth Advisors's SHCR Position: Q4 2024 in Review

Arete Wealth Advisors sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q4 2024, closing a stake of 14,352 shares — an estimated $20K sold.

Arete Wealth Advisors first reported a position in SHCR in Q2 2022 and held it in 9 quarters. The position peaked at $201K in Q4 2022. 1 fund tracked by Wall St. Rank holds SHCR as of Q4 2024.

Arete Wealth Advisors reported no remaining Sharecare, Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
Arete Wealth Advisors sold 14,352 Sharecare, Inc. Class A Common Stock shares in Q4 2024, an estimated $20K.
Arete Wealth Advisors first reported a position in Sharecare, Inc. Class A Common Stock in Q2 2022 and held it in 9 quarters.
Arete Wealth Advisors's Sharecare, Inc. Class A Common Stock position peaked at $201K in Q4 2022.
1 fund tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.