Commonwealth Equity Services’s XWELL XWEL Stock Holding History

Commonwealth Equity Services’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	-1,305	Closed	-$5K	–	3950
2023 Q2	$5K	Hold	1,305	–	–	﹤0.01%	3814
2023 Q1	$9	Sell	1,305 -200	-13%	-$1.66K	﹤0.01%	3727
2022 Q4	$10K	Sell	1,505 -5	-0.3%	-$55	﹤0.01%	3646
2022 Q3	$23K	Hold	1,510	–	–	﹤0.01%	3568
2022 Q2	$20K	Buy	1,510 +50	+3%	+$879	﹤0.01%	3569
2022 Q1	$33K	Buy	1,460 +753	+107%	+$20.2K	﹤0.01%	3622
2021 Q4	$28K	Sell	707 -55	-7%	-$1.74K	﹤0.01%	3582
2021 Q3	$22K	Buy	762 +27	+4%	+$868	﹤0.01%	3544
2021 Q2	$22K	Buy	735 +75	+11%	+$2.14K	﹤0.01%	3496
2021 Q1	$24K	Buy	+660	New	+$25.2K	﹤0.01%	3374
2020 Q4	–	Sell	-635	Closed	-$25K	–	3278
2020 Q3	$25K	Buy	+635	New	+$37.1K	﹤0.01%	3000

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

Commonwealth Equity Services's XWEL Position: Q3 2023 in Review

Commonwealth Equity Services sold out of XWELL (XWEL) in Q3 2023, closing a stake of 1,305 shares — an estimated $5K sold.

Commonwealth Equity Services first reported a position in XWEL in Q3 2020 and held it in 11 quarters. The position peaked at $33K in Q1 2022. 19 funds tracked by Wall St. Rank hold XWEL as of Q3 2023.

Commonwealth Equity Services reported no remaining XWELL position as of Q3 2023 after selling out during the quarter.
Commonwealth Equity Services sold 1,305 XWELL shares in Q3 2023, an estimated $5K.
Commonwealth Equity Services first reported a position in XWELL in Q3 2020 and held it in 11 quarters.
Commonwealth Equity Services's XWELL position peaked at $33K in Q1 2022.
19 funds tracked by Wall St. Rank held XWELL as of Q3 2023.

Based on Commonwealth Equity Services's 13F filing for Q3 2023, filed 23 Oct 2023.