CWA
SHCR

CM Wealth Advisors’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

CM Wealth Advisors’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
2023
Q3 		– Sell
-16,643
Closed -$22.5K – 182
2023
Q2 		$22.5K Sell
16,643
-143,974
-90% -$226K 0.01% 159
2023
Q1 		$247K Buy
+160,617
New +$364K 0.05% 344

Other funds holding SHCR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $349M AUM 20.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Mudrick Capital Management New York $174M AUM 32.43% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CM Wealth Advisors's SHCR Position: Q3 2023 in Review

CM Wealth Advisors sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q3 2023, closing a stake of 16,643 shares — an estimated $22.5K sold.

CM Wealth Advisors first reported a position in SHCR in Q1 2023 and held it in 2 quarters. The position peaked at $247K in Q1 2023. 128 funds tracked by Wall St. Rank hold SHCR as of Q3 2023.

  • CM Wealth Advisors reported no remaining Sharecare, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 16,643 Sharecare, Inc. Class A Common Stock shares in Q3 2023, an estimated $22.5K.
  • CM Wealth Advisors first reported a position in Sharecare, Inc. Class A Common Stock in Q1 2023 and held it in 2 quarters.
  • CM Wealth Advisors's Sharecare, Inc. Class A Common Stock position peaked at $247K in Q1 2023.
  • 128 funds tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q3 2023.

Based on CM Wealth Advisors's 13F filing for Q3 2023, filed 16 Nov 2023.