Dynamic Advisor Solutions’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Dynamic Advisor Solutions’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	-10,000	Closed	-$14.2K	–	963
2024 Q3	$14.2K	Hold	10,000	–	–	﹤0.01%	921
2024 Q2	$13.5K	Buy	+10,000	New	+$8.22K	﹤0.01%	942

Other funds holding SHCR

GHA

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

Dynamic Advisor Solutions's SHCR Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q4 2024, closing a stake of 10,000 shares — an estimated $14.2K sold.

Dynamic Advisor Solutions first reported a position in SHCR in Q2 2024 and held it in 2 quarters. The position peaked at $14.2K in Q3 2024. 1 fund tracked by Wall St. Rank holds SHCR as of Q4 2024.

Dynamic Advisor Solutions reported no remaining Sharecare, Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
Dynamic Advisor Solutions sold 10,000 Sharecare, Inc. Class A Common Stock shares in Q4 2024, an estimated $14.2K.
Dynamic Advisor Solutions first reported a position in Sharecare, Inc. Class A Common Stock in Q2 2024 and held it in 2 quarters.
Dynamic Advisor Solutions's Sharecare, Inc. Class A Common Stock position peaked at $14.2K in Q3 2024.
1 fund tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.