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Capital Advisors Inc’s XWELL XWEL Stock Holding History

Capital Advisors Inc’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
2021
Q2 		– Sell
-1,583
Closed -$58K – 257
2021
Q1 		$58K Hold
1,583
– – ﹤0.01% 226
2020
Q4 		$38K Hold
1,583
– – ﹤0.01% 208
2020
Q3 		$62K Hold
1,583
– – ﹤0.01% 195
2020
Q2 		$136K Buy
+1,583
New +$83.1K 0.01% 178

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
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Capital Advisors Inc's XWEL Position: Q2 2021 in Review

Capital Advisors Inc sold out of XWELL (XWEL) in Q2 2021, closing a stake of 1,583 shares — an estimated $58K sold.

Capital Advisors Inc first reported a position in XWEL in Q2 2020 and held it in 4 quarters. The position peaked at $136K in Q2 2020. 47 funds tracked by Wall St. Rank hold XWEL as of Q2 2021.

  • Capital Advisors Inc reported no remaining XWELL position as of Q2 2021 after selling out during the quarter.
  • Capital Advisors Inc sold 1,583 XWELL shares in Q2 2021, an estimated $58K.
  • Capital Advisors Inc first reported a position in XWELL in Q2 2020 and held it in 4 quarters.
  • Capital Advisors Inc's XWELL position peaked at $136K in Q2 2020.
  • 47 funds tracked by Wall St. Rank held XWELL as of Q2 2021.

Based on Capital Advisors Inc's 13F filing for Q2 2021, filed 2 Aug 2021.