CWM
WE

Centurion Wealth Management’s WeWork Inc. WE Stock Holding History

Centurion Wealth Management’s Portfolio WE Stock Details WE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-565
Closed -$5.87K – 171
2023
Q2 		$5.87K Buy
+565
New +$7.82K ﹤0.01% 154

Other funds holding WE

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
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
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Centurion Wealth Management's WE Position: Q3 2023 in Review

Centurion Wealth Management sold out of WeWork Inc. (WE) in Q3 2023, closing a stake of 565 shares — an estimated $5.87K sold.

Centurion Wealth Management first reported a position in WE in Q2 2023 and held it in 1 quarter. The position peaked at $5.87K in Q2 2023. 58 funds tracked by Wall St. Rank hold WE as of Q3 2023.

  • Centurion Wealth Management reported no remaining WeWork Inc. position as of Q3 2023 after selling out during the quarter.
  • Centurion Wealth Management sold 565 WeWork Inc. shares in Q3 2023, an estimated $5.87K.
  • Centurion Wealth Management first reported a position in WeWork Inc. in Q2 2023 and held it in 1 quarter.
  • Centurion Wealth Management's WeWork Inc. position peaked at $5.87K in Q2 2023.
  • 58 funds tracked by Wall St. Rank held WeWork Inc. as of Q3 2023.

Based on Centurion Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.