Creative Planning
XWEL icon

Creative Planning’s XWELL XWEL Stock Holding History

Creative Planning’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
2021
Q4 		– Sell
-818
Closed -$24K – 2230
2021
Q3 		$24K Sell
818
-14
-2% -$450 ﹤0.01% 2039
2021
Q2 		$26K Buy
832
+8
+1% +$228 ﹤0.01% 1978
2021
Q1 		$30K Sell
824
-32
-4% -$1.22K ﹤0.01% 2407
2020
Q4 		$20K Buy
856
+280
+49% +$9.87K ﹤0.01% 2188
2020
Q3 		$23K Buy
+576
New +$33.7K ﹤0.01% 1970
2017
Q3 		– Sell
-1
Closed -$1K – 3760
2017
Q2 		$1K Hold
1
– – ﹤0.01% 4518
2017
Q1 		$2K Hold
1
– – ﹤0.01% 4328
2016
Q4 		$2K Hold
1
– – ﹤0.01% 4319
2016
Q3 		$2K Hold
1
– – ﹤0.01% 4268
2016
Q2 		$1K Buy
+1
New +$2.32K ﹤0.01% 4230

Other funds holding XWEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning's XWEL Position: Q4 2021 in Review

Creative Planning sold out of XWELL (XWEL) in Q4 2021, closing a stake of 818 shares — an estimated $24K sold.

Creative Planning first reported a position in XWEL in Q2 2016 and held it in 10 quarters. The position peaked at $30K in Q1 2021. 51 funds tracked by Wall St. Rank hold XWEL as of Q4 2021.

  • Creative Planning reported no remaining XWELL position as of Q4 2021 after selling out during the quarter.
  • Creative Planning sold 818 XWELL shares in Q4 2021, an estimated $24K.
  • Creative Planning first reported a position in XWELL in Q2 2016 and held it in 10 quarters.
  • Creative Planning's XWELL position peaked at $30K in Q1 2021.
  • 51 funds tracked by Wall St. Rank held XWELL as of Q4 2021.

Based on Creative Planning's 13F filing for Q4 2021, filed 11 Feb 2022.