Fidelity Investments
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Fidelity Investments’s XWELL XWEL Stock Holding History

Fidelity Investments’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
2024
Q4 		– Sell
-3
Closed -$5 – 5838
2024
Q3 		$5 Buy
+3
New +$6 ﹤0.01% 5457
2024
Q1 		– Sell
-4
Closed -$7 – 5757
2023
Q4 		$7 Hold
4
– – ﹤0.01% 5355
2023
Q3 		$9 Sell
4
-136
-97% -$593 ﹤0.01% 5188
2023
Q2 		$561 Sell
140
-625
-82% -$3.25K ﹤0.01% 4794
2023
Q1 		$5.52K Sell
765
-166
-18% -$1.38K ﹤0.01% 4359
2022
Q4 		$6.75K Buy
+931
New +$10.3K ﹤0.01% 4153
2022
Q3 		– Sell
-3
Closed – – 5476
2022
Q2 		$0 Buy
+3
New +$53 ﹤0.01% 5557
2021
Q3 		– Hold
0
– – – 5120
2021
Q2 		– Hold
0
– – – 4964
2020
Q3 		– Hold
0
– – – 4046
2020
Q2 		– Hold
0
– – – 4233

Other funds holding XWEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments's XWEL Position: Q4 2024 in Review

Fidelity Investments sold out of XWELL (XWEL) in Q4 2024, closing a stake of 3 shares — an estimated $5 sold.

Fidelity Investments first reported a position in XWEL in Q2 2022 and held it in 7 quarters. The position peaked at $6.75K in Q4 2022. 16 funds tracked by Wall St. Rank hold XWEL as of Q4 2024.

  • Fidelity Investments reported no remaining XWELL position as of Q4 2024 after selling out during the quarter.
  • Fidelity Investments sold 3 XWELL shares in Q4 2024, an estimated $5.
  • Fidelity Investments first reported a position in XWELL in Q2 2022 and held it in 7 quarters.
  • Fidelity Investments's XWELL position peaked at $6.75K in Q4 2022.
  • 16 funds tracked by Wall St. Rank held XWELL as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.