CAPTRUST Financial Advisors
XWEL icon

CAPTRUST Financial Advisors’s XWELL XWEL Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-100
Closed -$1K – 4114
2022
Q2 		$1K Hold
100
– – ﹤0.01% 4770
2022
Q1 		$2K Hold
100
– – ﹤0.01% 4559
2021
Q4 		$4K Hold
100
– – ﹤0.01% 4202
2021
Q3 		$3K Hold
100
– – ﹤0.01% 4162
2021
Q2 		$3K Sell
100
-100
-50% -$2.85K ﹤0.01% 4068
2021
Q1 		$7K Buy
+200
New +$7.64K ﹤0.01% 3612

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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

CAPTRUST Financial Advisors sold out of XWELL (XWEL) in Q3 2022, closing a stake of 100 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in XWEL in Q1 2021 and held it in 6 quarters. The position peaked at $7K in Q1 2021. 38 funds tracked by Wall St. Rank hold XWEL as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining XWELL position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 100 XWELL shares in Q3 2022, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in XWELL in Q1 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's XWELL position peaked at $7K in Q1 2021.
  • 38 funds tracked by Wall St. Rank held XWELL as of Q3 2022.

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