Bell Bank’s XWELL XWEL Stock Holding History

Bell Bank’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 Q1	–	Sell	-13,400	Closed	-$97.3K	–	196
2022 Q4	$97.3K	Hold	13,400	–	–	0.01%	181
2022 Q3	$205K	Hold	13,400	–	–	0.03%	175
2022 Q2	$185K	Buy	+13,400	New	+$236K	0.02%	198

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

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

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

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

Bell Bank's XWEL Position: Q1 2023 in Review

Bell Bank sold out of XWELL (XWEL) in Q1 2023, closing a stake of 13,400 shares — an estimated $97.3K sold.

Bell Bank first reported a position in XWEL in Q2 2022 and held it in 3 quarters. The position peaked at $205K in Q3 2022. 35 funds tracked by Wall St. Rank hold XWEL as of Q1 2023.

Bell Bank reported no remaining XWELL position as of Q1 2023 after selling out during the quarter.
Bell Bank sold 13,400 XWELL shares in Q1 2023, an estimated $97.3K.
Bell Bank first reported a position in XWELL in Q2 2022 and held it in 3 quarters.
Bell Bank's XWELL position peaked at $205K in Q3 2022.
35 funds tracked by Wall St. Rank held XWELL as of Q1 2023.

Based on Bell Bank's 13F filing for Q1 2023, filed 19 Apr 2023.