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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
2022
Q3 		– Sell
-4,155
Closed -$2K – 5622
2022
Q2 		$2K Sell
4,155
-50
-1% -$879 ﹤0.01% 4405
2022
Q1 		$8K Sell
4,205
-3,385
-45% -$90.6K ﹤0.01% 3825
2021
Q4 		$29K Sell
7,590
-5,760
-43% -$183K ﹤0.01% 2841
2021
Q3 		$27K Buy
13,350
+8,455
+173% +$272K ﹤0.01% 3082
2021
Q2 		$21K Sell
4,895
-6,350
-56% -$181K ﹤0.01% 3279
2021
Q1 		$56K Buy
11,245
+7,275
+183% +$278K ﹤0.01% 2279
2020
Q4 		$3K Sell
3,970
-1,995
-33% -$70.3K ﹤0.01% 4039
2020
Q3 		$27K Buy
5,965
+5,550
+1,337% +$325K ﹤0.01% 2241
2020
Q2 		$6K Buy
+415
New +$21.8K ﹤0.01% 3235
2017
Q1 		– Sell
-14
Closed -$1K – 7355
2016
Q4 		$1K Buy
+14
New +$43.8K ﹤0.01% 6201

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.