Ellevest Inc’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Ellevest Inc’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
2023 Q1	–	Sell	-87	Closed	-$139	–	2091
2022 Q4	$139	Buy	+87	New	+$161	﹤0.01%	1735

Other funds holding SHCR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MCM

Mudrick Capital Management New York $174M AUM 32.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CPA

Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return

Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return

Ellevest Inc's SHCR Position: Q1 2023 in Review

Ellevest Inc sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q1 2023, closing a stake of 87 shares — an estimated $139 sold.

Ellevest Inc first reported a position in SHCR in Q4 2022 and held it in 1 quarter. The position peaked at $139 in Q4 2022. 114 funds tracked by Wall St. Rank hold SHCR as of Q1 2023.

Ellevest Inc reported no remaining Sharecare, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 87 Sharecare, Inc. Class A Common Stock shares in Q1 2023, an estimated $139.
Ellevest Inc first reported a position in Sharecare, Inc. Class A Common Stock in Q4 2022 and held it in 1 quarter.
Ellevest Inc's Sharecare, Inc. Class A Common Stock position peaked at $139 in Q4 2022.
114 funds tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.