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Cary Street Partners Investment Advisory’s XWELL XWEL Stock Holding History

Cary Street Partners Investment Advisory’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
Q1 		– Sell
-35
Closed -$254 – 1730
2022
Q4 		$254 Buy
+35
New +$388 ﹤0.01% 1650

Other funds holding XWEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's XWEL Position: Q1 2023 in Review

Cary Street Partners Investment Advisory sold out of XWELL (XWEL) in Q1 2023, closing a stake of 35 shares — an estimated $254 sold.

Cary Street Partners Investment Advisory first reported a position in XWEL in Q4 2022 and held it in 1 quarter. The position peaked at $254 in Q4 2022. 35 funds tracked by Wall St. Rank hold XWEL as of Q1 2023.

  • Cary Street Partners Investment Advisory reported no remaining XWELL position as of Q1 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 35 XWELL shares in Q1 2023, an estimated $254.
  • Cary Street Partners Investment Advisory first reported a position in XWELL in Q4 2022 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's XWELL position peaked at $254 in Q4 2022.
  • 35 funds tracked by Wall St. Rank held XWELL as of Q1 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2023, filed 12 May 2023.