CNA Financial’s XWELL XWEL Stock Holding History

CNA Financial’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 Q3	–	Sell	-1,568	Closed	-$6.3K	–	20
2023 Q2	$6.3K	Hold	1,568	–	–	﹤0.01%	17
2023 Q1	$11.3K	Hold	1,568	–	–	0.01%	18
2022 Q4	$11.4K	Hold	1,568	–	–	0.01%	77
2022 Q3	$24K	Hold	1,568	–	–	0.01%	167
2022 Q2	$22K	Hold	1,568	–	–	0.01%	173
2022 Q1	$35K	Hold	1,568	–	–	0.01%	187
2021 Q4	$63K	Hold	1,568	–	–	0.02%	192
2021 Q3	$46K	Hold	1,568	–	–	0.01%	193
2021 Q2	$48K	Hold	1,568	–	–	0.01%	195
2021 Q1	$58K	Hold	1,568	–	–	0.02%	198
2020 Q4	$37K	Hold	1,568	–	–	0.01%	190
2020 Q3	$62K	Hold	1,568	–	–	0.02%	183
2020 Q2	$131K	Sell	1,568 -1	-0.1%	-$53	0.05%	175
2020 Q1	$18K	Hold	1,569	–	–	0.01%	105
2019 Q4	$64K	Buy	+1,569	New	+$94.1K	0.02%	137

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

CNA Financial's XWEL Position: Q3 2023 in Review

CNA Financial sold out of XWELL (XWEL) in Q3 2023, closing a stake of 1,568 shares — an estimated $6.3K sold.

CNA Financial first reported a position in XWEL in Q4 2019 and held it in 15 quarters. The position peaked at $131K in Q2 2020. 19 funds tracked by Wall St. Rank hold XWEL as of Q3 2023.

CNA Financial reported no remaining XWELL position as of Q3 2023 after selling out during the quarter.
CNA Financial sold 1,568 XWELL shares in Q3 2023, an estimated $6.3K.
CNA Financial first reported a position in XWELL in Q4 2019 and held it in 15 quarters.
CNA Financial's XWELL position peaked at $131K in Q2 2020.
19 funds tracked by Wall St. Rank held XWELL as of Q3 2023.

Based on CNA Financial's 13F filing for Q3 2023, filed 13 Nov 2023.