AWM
SHCR

Avior Wealth Management’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-61
Closed -$46 – 3858
2024
Q1 		$46 Buy
+61
New +$61 ﹤0.01% 3498

Other funds holding SHCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SM
Samjo Management New York $293M AUM 57.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avior Wealth Management's SHCR Position: Q2 2024 in Review

Avior Wealth Management sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q2 2024, closing a stake of 61 shares — an estimated $46 sold.

Avior Wealth Management first reported a position in SHCR in Q1 2024 and held it in 1 quarter. The position peaked at $46 in Q1 2024. 128 funds tracked by Wall St. Rank hold SHCR as of Q2 2024.

  • Avior Wealth Management reported no remaining Sharecare, Inc. Class A Common Stock position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 61 Sharecare, Inc. Class A Common Stock shares in Q2 2024, an estimated $46.
  • Avior Wealth Management first reported a position in Sharecare, Inc. Class A Common Stock in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Sharecare, Inc. Class A Common Stock position peaked at $46 in Q1 2024.
  • 128 funds tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.