EAM
SHCR

Evanson Asset Management’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Evanson Asset Management’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
2022
Q3 		– Sell
-52,000
Closed -$82K – 282
2022
Q2 		$82K Buy
52,000
+26,000
+100% +$63.8K 0.01% 260
2022
Q1 		$64K Buy
+26,000
New +$85.4K 0.01% 284

Other funds holding SHCR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCM
Mudrick Capital Management New York $174M AUM 32.43% 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
SC
Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Evanson Asset Management's SHCR Position: Q3 2022 in Review

Evanson Asset Management sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q3 2022, closing a stake of 52,000 shares — an estimated $82K sold.

Evanson Asset Management first reported a position in SHCR in Q1 2022 and held it in 2 quarters. The position peaked at $82K in Q2 2022. 127 funds tracked by Wall St. Rank hold SHCR as of Q3 2022.

  • Evanson Asset Management reported no remaining Sharecare, Inc. Class A Common Stock position as of Q3 2022 after selling out during the quarter.
  • Evanson Asset Management sold 52,000 Sharecare, Inc. Class A Common Stock shares in Q3 2022, an estimated $82K.
  • Evanson Asset Management first reported a position in Sharecare, Inc. Class A Common Stock in Q1 2022 and held it in 2 quarters.
  • Evanson Asset Management's Sharecare, Inc. Class A Common Stock position peaked at $82K in Q2 2022.
  • 127 funds tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q3 2022.

Based on Evanson Asset Management's 13F filing for Q3 2022, filed 12 Oct 2022.