EW
SHCR

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

Evoke Wealth’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
Q4 		– Sell
-20,000
Closed -$38K – 1196
2022
Q3 		$38K Hold
20,000
– – ﹤0.01% 558
2022
Q2 		$32K Hold
20,000
– – ﹤0.01% 585
2022
Q1 		$49K Hold
20,000
– – ﹤0.01% 528
2021
Q4 		$90K Hold
20,000
– – ﹤0.01% 464
2021
Q3 		$164K Buy
+20,000
New +$151K 0.01% 362

Other funds holding SHCR

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
State Street
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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evoke Wealth's SHCR Position: Q4 2022 in Review

Evoke Wealth sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q4 2022, closing a stake of 20,000 shares — an estimated $38K sold.

Evoke Wealth first reported a position in SHCR in Q3 2021 and held it in 5 quarters. The position peaked at $164K in Q3 2021. 123 funds tracked by Wall St. Rank hold SHCR as of Q4 2022.

  • Evoke Wealth reported no remaining Sharecare, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 20,000 Sharecare, Inc. Class A Common Stock shares in Q4 2022, an estimated $38K.
  • Evoke Wealth first reported a position in Sharecare, Inc. Class A Common Stock in Q3 2021 and held it in 5 quarters.
  • Evoke Wealth's Sharecare, Inc. Class A Common Stock position peaked at $164K in Q3 2021.
  • 123 funds tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.