CPA
SHCR

Cowen Prime Advisors’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Cowen Prime 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
Q2 		$10.3M Buy
5,861,000
+1,210,400
+26% +$1.9M 3.53% 9
2023
Q1 		$7.16M Buy
4,650,600
+1,506,600
+48% +$3.41M 2.87% 9
2022
Q4 		$5.03M Buy
3,144,000
+391,500
+14% +$725K 2.07% 13
2022
Q3 		$5.23M Buy
2,752,500
+1,465,500
+114% +$2.57M 3% 9
2022
Q2 		$2.03M Buy
1,287,000
+844,000
+191% +$2.07M 1.16% 22
2022
Q1 		$1.09M Buy
+443,000
New +$1.46M 0.46% 41

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SC
Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cowen Prime Advisors's SHCR Position: Q2 2023 in Review

Cowen Prime Advisors increased its Sharecare, Inc. Class A Common Stock (SHCR) stake by 26% in Q2 2023, buying an estimated $1.9M and bringing the position to 5,861,000 shares worth $10.3M. The position accounts for 3.53% of the portfolio, ranked #9.

Cowen Prime Advisors first reported a position in SHCR in Q1 2022 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold SHCR as of Q2 2023.

  • Cowen Prime Advisors held 5,861,000 shares of Sharecare, Inc. Class A Common Stock worth $10.3M as of Q2 2023.
  • Cowen Prime Advisors bought 1,210,400 Sharecare, Inc. Class A Common Stock shares in Q2 2023, an estimated $1.9M.
  • Sharecare, Inc. Class A Common Stock made up 3.53% of Cowen Prime Advisors's portfolio in Q2 2023, its #9 holding.
  • Cowen Prime Advisors first reported a position in Sharecare, Inc. Class A Common Stock in Q1 2022 and has held it in 6 quarters since.
  • 122 funds tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q2 2023.

Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.