CAPTRUST Financial Advisors
SHCR

CAPTRUST Financial Advisors’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-346
Closed -$1K – 4241
2022
Q2 		$1K Buy
+346
New +$850 ﹤0.01% 4786
2021
Q4 		– Sell
-2,252
Closed -$19K – 4954
2021
Q3 		$19K Buy
+2,252
New +$17K ﹤0.01% 3210

Other funds holding SHCR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCM
Mudrick Capital Management New York $174M AUM 32.43% 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
SC
Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

CAPTRUST Financial Advisors's SHCR Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q3 2022, closing a stake of 346 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in SHCR in Q3 2021 and held it in 2 quarters. The position peaked at $19K in Q3 2021. 127 funds tracked by Wall St. Rank hold SHCR as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Sharecare, Inc. Class A Common Stock position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 346 Sharecare, Inc. Class A Common Stock shares in Q3 2022, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in Sharecare, Inc. Class A Common Stock in Q3 2021 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Sharecare, Inc. Class A Common Stock position peaked at $19K in Q3 2021.
  • 127 funds tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.