Covestor’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Covestor’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 Q4	–	Sell	-67	Closed	–	–	2874
2024 Q3	$0	Hold	67	–	–	﹤0.01%	2891
2024 Q2	$0	Hold	67	–	–	﹤0.01%	2872
2024 Q1	$0	Hold	67	–	–	﹤0.01%	2859
2023 Q4	$0	Buy	67 +12	+22%	+$12	﹤0.01%	2837
2023 Q3	$0	Hold	55	–	–	﹤0.01%	2834
2023 Q2	$0	Buy	+55	New	+$86	﹤0.01%	2775

Other funds holding SHCR

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Covestor's SHCR Position: Q4 2024 in Review

Covestor sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q4 2024, closing a stake of 67 shares.

Covestor first reported a position in SHCR in Q2 2023 and held it in 6 quarters. The position peaked at $0 in Q3 2024. 1 fund tracked by Wall St. Rank holds SHCR as of Q4 2024.

Covestor reported no remaining Sharecare, Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
Covestor sold 67 Sharecare, Inc. Class A Common Stock shares in Q4 2024.
Covestor first reported a position in Sharecare, Inc. Class A Common Stock in Q2 2023 and held it in 6 quarters.
Covestor's Sharecare, Inc. Class A Common Stock position peaked at $0 in Q3 2024.
1 fund tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q4 2024.

Based on Covestor's 13F filing for Q4 2024, filed 13 Feb 2025.