Bleakley Financial Group’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Bleakley Financial Group’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	-12,624	Closed	-$17.9K	–	1120
2024 Q3	$17.9K	Sell	12,624 -161	-1%	-$223	﹤0.01%	1020
2024 Q2	$17.3K	Sell	12,785 -14,068	-52%	-$11.6K	﹤0.01%	1010
2024 Q1	$20.6K	Buy	+26,853	New	+$26.9K	﹤0.01%	988

Other funds holding SHCR

GHA

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

Bleakley Financial Group's SHCR Position: Q4 2024 in Review

Bleakley Financial Group sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q4 2024, closing a stake of 12,624 shares — an estimated $17.9K sold.

Bleakley Financial Group first reported a position in SHCR in Q1 2024 and held it in 3 quarters. The position peaked at $20.6K in Q1 2024. 1 fund tracked by Wall St. Rank holds SHCR as of Q4 2024.

Bleakley Financial Group reported no remaining Sharecare, Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
Bleakley Financial Group sold 12,624 Sharecare, Inc. Class A Common Stock shares in Q4 2024, an estimated $17.9K.
Bleakley Financial Group first reported a position in Sharecare, Inc. Class A Common Stock in Q1 2024 and held it in 3 quarters.
Bleakley Financial Group's Sharecare, Inc. Class A Common Stock position peaked at $20.6K in Q1 2024.
1 fund tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q4 2024.

Based on Bleakley Financial Group's 13F filing for Q4 2024, filed 27 Jan 2025.