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XWEL icon

Cutler Group’s XWELL XWEL Stock Holding History

Cutler Group’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
Q4 		– Sell
-160
Closed – – 4466
2023
Q3 		$0 Hold
160
– – ﹤0.01% 4420
2023
Q2 		$0 Sell
160
-3
-2% -$16 ﹤0.01% 4279
2023
Q1 		$1K Sell
163
-975
-86% -$8.11K ﹤0.01% 3614
2022
Q4 		$8K Buy
1,138
+960
+539% +$10.6K ﹤0.01% 2887
2022
Q3 		$2K Sell
178
-156
-47% -$2.76K ﹤0.01% 4342
2022
Q2 		$4K Buy
334
+78
+30% +$1.37K ﹤0.01% 3944
2022
Q1 		$5K Sell
256
-78
-23% -$2.09K ﹤0.01% 4192
2021
Q4 		$13K Buy
334
+164
+96% +$5.2K ﹤0.01% 3505
2021
Q3 		$4K Sell
170
-244
-59% -$7.85K ﹤0.01% 4697
2021
Q2 		$12K Buy
414
+269
+186% +$7.67K ﹤0.01% 3764
2021
Q1 		$5K Sell
145
-1,083
-88% -$41.4K ﹤0.01% 4412
2020
Q4 		$29K Buy
1,228
+483
+65% +$17K ﹤0.01% 2402
2020
Q3 		$29K Buy
745
+575
+338% +$33.6K ﹤0.01% 2191
2020
Q2 		$14K Buy
+170
New +$8.93K ﹤0.01% 2650
2019
Q1 		– Hold
0
– – – 4871
2018
Q4 		– Hold
0
– – – 4686
2018
Q3 		– Hold
0
– – – 4804
2018
Q2 		– Hold
0
– – – 5014
2018
Q1 		– Hold
0
– – – 5343
2017
Q4 		– Hold
0
– – – 6100
2017
Q3 		– Hold
0
– – – 6856
2017
Q2 		– Hold
0
– – – 7207
2017
Q1 		– Sell
-6
Closed -$16K – 7356
2016
Q4 		$15K Buy
+6
New +$18.8K ﹤0.01% 3785
2016
Q3 		– Hold
0
– – – 7492
2016
Q2 		– Hold
0
– – – 7405

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cutler Group's XWEL Position: Q4 2023 in Review

Cutler Group sold out of XWELL (XWEL) in Q4 2023, closing a stake of 160 shares.

Cutler Group first reported a position in XWEL in Q4 2016 and held it in 15 quarters. The position peaked at $29K in Q4 2020. 17 funds tracked by Wall St. Rank hold XWEL as of Q4 2023.

  • Cutler Group reported no remaining XWELL position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 160 XWELL shares in Q4 2023.
  • Cutler Group first reported a position in XWELL in Q4 2016 and held it in 15 quarters.
  • Cutler Group's XWELL position peaked at $29K in Q4 2020.
  • 17 funds tracked by Wall St. Rank held XWELL as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.