Envestnet Asset Management
XWEL icon

Envestnet Asset Management’s XWELL XWEL Stock Holding History

Envestnet Asset Management’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
Q4 		– Sell
-918
Closed -$14K – 4087
2022
Q3 		$14K Buy
918
+325
+55% +$5.75K ﹤0.01% 3879
2022
Q2 		$8K Hold
593
– – ﹤0.01% 3902
2022
Q1 		$13K Buy
+593
New +$15.9K ﹤0.01% 3915
2021
Q4 		– Sell
-763
Closed -$22K – 3957
2021
Q3 		$22K Hold
763
– – ﹤0.01% 3658
2021
Q2 		$24K Sell
763
-3,895
-84% -$111K ﹤0.01% 3622
2021
Q1 		$171K Buy
4,658
+674
+17% +$25.8K ﹤0.01% 3374
2020
Q4 		$95K Buy
+3,984
New +$140K ﹤0.01% 3201

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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Envestnet Asset Management's XWEL Position: Q4 2022 in Review

Envestnet Asset Management sold out of XWELL (XWEL) in Q4 2022, closing a stake of 918 shares — an estimated $14K sold.

Envestnet Asset Management first reported a position in XWEL in Q4 2020 and held it in 7 quarters. The position peaked at $171K in Q1 2021. 36 funds tracked by Wall St. Rank hold XWEL as of Q4 2022.

  • Envestnet Asset Management reported no remaining XWELL position as of Q4 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 918 XWELL shares in Q4 2022, an estimated $14K.
  • Envestnet Asset Management first reported a position in XWELL in Q4 2020 and held it in 7 quarters.
  • Envestnet Asset Management's XWELL position peaked at $171K in Q1 2021.
  • 36 funds tracked by Wall St. Rank held XWELL as of Q4 2022.

Based on Envestnet Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.