Commonwealth Equity Services’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Commonwealth Equity Services’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
2024 Q1	–	Sell	-15,000	Closed	-$16K	–	4120
2023 Q4	$16K	Hold	15,000	–	–	﹤0.01%	3832
2023 Q3	$14K	Sell	15,000 -6,000	-29%	-$7.16K	﹤0.01%	3760
2023 Q2	$37K	Sell	21,000 -9,000	-30%	-$14.1K	﹤0.01%	3698
2023 Q1	$42	Sell	30,000 -5,785	-16%	-$13.1K	﹤0.01%	3603
2022 Q4	$57K	Buy	35,785 +6,612	+23%	+$12.2K	﹤0.01%	3505
2022 Q3	$55K	Buy	29,173 +9,000	+45%	+$15.8K	﹤0.01%	3477
2022 Q2	$31K	Sell	20,173 -3,130	-13%	-$7.68K	﹤0.01%	3542
2022 Q1	$57K	Buy	+23,303	New	+$76.6K	﹤0.01%	3570

Other funds holding SHCR

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

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

Samjo Management New York $231M AUM 13.04% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PCM

Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $395M AUM 23.17% 1-Year Est. Return

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

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

MCM

Mudrick Capital Management New York $174M AUM 32.43% 1-Year Est. Return

Commonwealth Equity Services's SHCR Position: Q1 2024 in Review

Commonwealth Equity Services sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q1 2024, closing a stake of 15,000 shares — an estimated $16K sold.

Commonwealth Equity Services first reported a position in SHCR in Q1 2022 and held it in 8 quarters. The position peaked at $57K in Q4 2022. 128 funds tracked by Wall St. Rank hold SHCR as of Q1 2024.

Commonwealth Equity Services reported no remaining Sharecare, Inc. Class A Common Stock position as of Q1 2024 after selling out during the quarter.
Commonwealth Equity Services sold 15,000 Sharecare, Inc. Class A Common Stock shares in Q1 2024, an estimated $16K.
Commonwealth Equity Services first reported a position in Sharecare, Inc. Class A Common Stock in Q1 2022 and held it in 8 quarters.
Commonwealth Equity Services's Sharecare, Inc. Class A Common Stock position peaked at $57K in Q4 2022.
128 funds tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q1 2024.

Based on Commonwealth Equity Services's 13F filing for Q1 2024, filed 29 Apr 2024.