Cary Street Partners Investment Advisory’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Cary Street Partners Investment Advisory’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	-15,000	Closed	-$21.3K	–	808
2024 Q3	$21.3K	Sell	15,000 -10,000	-40%	-$13.9K	﹤0.01%	755
2024 Q2	$33.8K	Hold	25,000	–	–	﹤0.01%	741
2024 Q1	$19.2K	Sell	25,000 -5,000	-17%	-$5.01K	﹤0.01%	693
2023 Q4	$32.4K	Sell	30,000 -5,000	-14%	-$5.13K	﹤0.01%	644
2023 Q3	$32.9K	Hold	35,000	–	–	﹤0.01%	976
2023 Q2	$61.3K	Sell	35,000 -5,000	-13%	-$7.84K	﹤0.01%	767
2023 Q1	$56.8K	Hold	40,000	–	–	﹤0.01%	709
2022 Q4	$64K	Sell	40,000 -5,000	-11%	-$9.26K	﹤0.01%	680
2022 Q3	$86K	Hold	45,000	–	–	0.01%	488
2022 Q2	$71K	Sell	45,000 -5,000	-10%	-$12.3K	0.01%	520
2022 Q1	$124K	Buy	+50,000	New	+$164K	0.03%	268

Other funds holding SHCR

GHA

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

Cary Street Partners Investment Advisory's SHCR Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q4 2024, closing a stake of 15,000 shares — an estimated $21.3K sold.

Cary Street Partners Investment Advisory first reported a position in SHCR in Q1 2022 and held it in 11 quarters. The position peaked at $124K in Q1 2022. 1 fund tracked by Wall St. Rank holds SHCR as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining Sharecare, Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 15,000 Sharecare, Inc. Class A Common Stock shares in Q4 2024, an estimated $21.3K.
Cary Street Partners Investment Advisory first reported a position in Sharecare, Inc. Class A Common Stock in Q1 2022 and held it in 11 quarters.
Cary Street Partners Investment Advisory's Sharecare, Inc. Class A Common Stock position peaked at $124K in Q1 2022.
1 fund tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.