BFSG LLC’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

BFSG LLC’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	-72,000	Closed	-$102K	–	688
2024 Q3	$102K	Sell	72,000 -23,500	-25%	-$32.6K	0.01%	322
2024 Q2	$129K	Buy	95,500 +13,270	+16%	+$10.9K	0.02%	280
2024 Q1	$63.1K	Buy	82,230 +44,000	+115%	+$44.1K	0.01%	361
2023 Q4	$41.3K	Buy	+38,230	New	+$39.2K	0.01%	368

Other funds holding SHCR

GHA

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

BFSG LLC's SHCR Position: Q4 2024 in Review

BFSG LLC sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q4 2024, closing a stake of 72,000 shares — an estimated $102K sold.

BFSG LLC first reported a position in SHCR in Q4 2023 and held it in 4 quarters. The position peaked at $129K in Q2 2024. 1 fund tracked by Wall St. Rank holds SHCR as of Q4 2024.

BFSG LLC reported no remaining Sharecare, Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
BFSG LLC sold 72,000 Sharecare, Inc. Class A Common Stock shares in Q4 2024, an estimated $102K.
BFSG LLC first reported a position in Sharecare, Inc. Class A Common Stock in Q4 2023 and held it in 4 quarters.
BFSG LLC's Sharecare, Inc. Class A Common Stock position peaked at $129K in Q2 2024.
1 fund tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q4 2024.

Based on BFSG LLC's 13F filing for Q4 2024, filed 31 Jan 2025.