Benjamin F. Edwards & Company’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Benjamin F. Edwards & Company’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	$3K	Hold	1,927	–	–	﹤0.01%	2010
2024 Q1	$1K	Hold	1,927	–	–	﹤0.01%	2107
2023 Q4	$2K	Sell	1,927 -992	-34%	-$1.02K	﹤0.01%	2017
2023 Q3	$3K	Hold	2,919	–	–	﹤0.01%	1649
2023 Q2	$5K	Sell	2,919 -1,247	-30%	-$1.96K	﹤0.01%	1575
2023 Q1	$6K	Sell	4,166 -7,890	-65%	-$17.9K	﹤0.01%	1521
2022 Q4	$19K	Sell	12,056 -1,143	-9%	-$2.12K	﹤0.01%	1299
2022 Q3	$25K	Hold	13,199	–	–	﹤0.01%	1212
2022 Q2	$21K	Sell	13,199 -482	-4%	-$1.18K	﹤0.01%	1235
2022 Q1	$34K	Sell	13,681 -1,243	-8%	-$4.08K	﹤0.01%	1125
2021 Q4	$67K	Buy	+14,924	New	+$96K	﹤0.01%	973

Other funds holding SHCR

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Samjo Management New York $293M AUM 57.03% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Benjamin F. Edwards & Company's SHCR Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Sharecare, Inc. Class A Common Stock (SHCR) position steady in Q2 2024 at 1,927 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Benjamin F. Edwards & Company first reported a position in SHCR in Q4 2021 and has held it in 11 quarters since. The position peaked at $67K in Q4 2021. 128 funds tracked by Wall St. Rank hold SHCR as of Q2 2024.

Benjamin F. Edwards & Company held 1,927 shares of Sharecare, Inc. Class A Common Stock worth $3K as of Q2 2024.
Benjamin F. Edwards & Company left its Sharecare, Inc. Class A Common Stock share count unchanged in Q2 2024.
Sharecare, Inc. Class A Common Stock made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2010 holding.
Benjamin F. Edwards & Company first reported a position in Sharecare, Inc. Class A Common Stock in Q4 2021 and has held it in 11 quarters since.
Benjamin F. Edwards & Company's Sharecare, Inc. Class A Common Stock position peaked at $67K in Q4 2021.
128 funds tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.