Cresset Asset Management’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Cresset Asset Management’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	-64,468	Closed	-$91.5K	–	2278
2024 Q3	$91.5K	Sell	64,468 -166,910	-72%	-$232K	﹤0.01%	2048
2024 Q2	$312K	Hold	231,378	–	–	﹤0.01%	1693
2024 Q1	$178K	Hold	231,378	–	–	﹤0.01%	1791
2023 Q4	$250K	Hold	231,378	–	–	﹤0.01%	1586
2023 Q3	$218K	Sell	231,378 -1,094	-0.5%	-$1.31K	﹤0.01%	1579
2023 Q2	$407K	Buy	+232,472	New	+$365K	﹤0.01%	1378
2022 Q2	–	Sell	-116,646	Closed	-$288K	–	1110
2022 Q1	$288K	Buy	+116,646	New	+$383K	﹤0.01%	794

Other funds holding SHCR

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Cresset Asset Management's SHCR Position: Q4 2024 in Review

Cresset Asset Management sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q4 2024, closing a stake of 64,468 shares — an estimated $91.5K sold.

Cresset Asset Management first reported a position in SHCR in Q1 2022 and held it in 7 quarters. The position peaked at $407K in Q2 2023. 1 fund tracked by Wall St. Rank holds SHCR as of Q4 2024.

Cresset Asset Management reported no remaining Sharecare, Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
Cresset Asset Management sold 64,468 Sharecare, Inc. Class A Common Stock shares in Q4 2024, an estimated $91.5K.
Cresset Asset Management first reported a position in Sharecare, Inc. Class A Common Stock in Q1 2022 and held it in 7 quarters.
Cresset Asset Management's Sharecare, Inc. Class A Common Stock position peaked at $407K in Q2 2023.
1 fund tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.