Clearstead Advisors’s XWELL XWEL Stock Holding History

Clearstead 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
2020 Q2	–	Sell	-8,381	Closed	-$98K	–	845
2020 Q1	$98K	Buy	+8,381	New	+$320K	0.01%	329
2019 Q4	–	Sell	-952	Closed	-$82K	–	289
2019 Q3	$82K	Buy	952 +153	+19%	+$13K	0.01%	264
2019 Q2	$93K	Hold	799	–	–	0.01%	271
2019 Q1	$115K	Buy	+799	New	+$177K	0.02%	255
2018 Q4	–	Sell	-544	Closed	-$97K	–	262
2018 Q3	$97K	Buy	+544	New	+$142K	0.01%	227

Other funds holding XWEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SFI

Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Clearstead Advisors's XWEL Position: Q2 2020 in Review

Clearstead Advisors sold out of XWELL (XWEL) in Q2 2020, closing a stake of 8,381 shares — an estimated $98K sold.

Clearstead Advisors first reported a position in XWEL in Q3 2018 and held it in 5 quarters. The position peaked at $115K in Q1 2019. 31 funds tracked by Wall St. Rank hold XWEL as of Q2 2020.

Clearstead Advisors reported no remaining XWELL position as of Q2 2020 after selling out during the quarter.
Clearstead Advisors sold 8,381 XWELL shares in Q2 2020, an estimated $98K.
Clearstead Advisors first reported a position in XWELL in Q3 2018 and held it in 5 quarters.
Clearstead Advisors's XWELL position peaked at $115K in Q1 2019.
31 funds tracked by Wall St. Rank held XWELL as of Q2 2020.

Based on Clearstead Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.