Ellevest Inc’s WeWork Inc. WE Stock Holding History

Ellevest Inc’s Portfolio WE Stock Details WE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-261	Closed	-$8.11K	–	1793
2023 Q1	$8.11K	Buy	261 +127	+95%	+$6.94K	﹤0.01%	1089
2022 Q4	$7.64K	Buy	+134	New	+$12.6K	﹤0.01%	1093
2022 Q3	–	Hold	0	–	–	–	1938

Other funds holding WE

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SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

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

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sycale Advisors New York $201M AUM 2.35% 1-Year Est. Return

BCM

Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Ellevest Inc's WE Position: Q2 2023 in Review

Ellevest Inc sold out of WeWork Inc. (WE) in Q2 2023, closing a stake of 261 shares — an estimated $8.11K sold.

Ellevest Inc first reported a position in WE in Q4 2022 and held it in 2 quarters. The position peaked at $8.11K in Q1 2023. 131 funds tracked by Wall St. Rank hold WE as of Q2 2023.

Ellevest Inc reported no remaining WeWork Inc. position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 261 WeWork Inc. shares in Q2 2023, an estimated $8.11K.
Ellevest Inc first reported a position in WeWork Inc. in Q4 2022 and held it in 2 quarters.
Ellevest Inc's WeWork Inc. position peaked at $8.11K in Q1 2023.
131 funds tracked by Wall St. Rank held WeWork Inc. as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.