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Bridgeway Capital Management’s XWELL XWEL Stock Holding History

Bridgeway Capital Management’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
Q2 		– Sell
-835
Closed -$6.03K – 1456
2023
Q1 		$6.03K Hold
835
– – ﹤0.01% 1374
2022
Q4 		$6.06K Hold
835
– – ﹤0.01% 1361
2022
Q3 		$13K Buy
+835
New +$14.8K ﹤0.01% 1400
2018
Q2 		– Sell
-15
Closed -$13K – 1465
2018
Q1 		$13K Sell
15
-35
-70% -$42.7K ﹤0.01% 1374
2017
Q4 		$82K Hold
50
– – ﹤0.01% 1349
2017
Q3 		$83K Hold
50
– – ﹤0.01% 1356
2017
Q2 		$99K Buy
+50
New +$105K ﹤0.01% 1360

Other funds holding XWEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bridgeway Capital Management's XWEL Position: Q2 2023 in Review

Bridgeway Capital Management sold out of XWELL (XWEL) in Q2 2023, closing a stake of 835 shares — an estimated $6.03K sold.

Bridgeway Capital Management first reported a position in XWEL in Q2 2017 and held it in 7 quarters. The position peaked at $99K in Q2 2017. 26 funds tracked by Wall St. Rank hold XWEL as of Q2 2023.

  • Bridgeway Capital Management reported no remaining XWELL position as of Q2 2023 after selling out during the quarter.
  • Bridgeway Capital Management sold 835 XWELL shares in Q2 2023, an estimated $6.03K.
  • Bridgeway Capital Management first reported a position in XWELL in Q2 2017 and held it in 7 quarters.
  • Bridgeway Capital Management's XWELL position peaked at $99K in Q2 2017.
  • 26 funds tracked by Wall St. Rank held XWELL as of Q2 2023.

Based on Bridgeway Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.