Global Retirement Partners’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Global Retirement Partners’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
2024 Q2	–	Sell	-169	Closed	-$130	–	3663
2024 Q1	$130	Hold	169	–	–	﹤0.01%	3289
2023 Q4	$164	Hold	169	–	–	﹤0.01%	3245
2023 Q3	$151	Hold	169	–	–	﹤0.01%	3142
2023 Q2	$296	Hold	169	–	–	﹤0.01%	3050
2023 Q1	$255	Hold	169	–	–	﹤0.01%	3063
2022 Q4	$270	Hold	169	–	–	﹤0.01%	2901
2022 Q3	$0	Hold	169	–	–	﹤0.01%	3037
2022 Q2	$0	Hold	169	–	–	﹤0.01%	2924
2022 Q1	$0	Buy	+169	New	+$555	﹤0.01%	2818
2021 Q4	–	Sell	-169	Closed	-$1K	–	1903
2021 Q3	$1K	Buy	+169	New	+$1.28K	﹤0.01%	1953

Other funds holding SHCR

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

BCM

Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Samjo Management New York $293M AUM 57.03% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Global Retirement Partners's SHCR Position: Q2 2024 in Review

Global Retirement Partners sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q2 2024, closing a stake of 169 shares — an estimated $130 sold.

Global Retirement Partners first reported a position in SHCR in Q3 2021 and held it in 10 quarters. The position peaked at $1K in Q3 2021. 128 funds tracked by Wall St. Rank hold SHCR as of Q2 2024.

Global Retirement Partners reported no remaining Sharecare, Inc. Class A Common Stock position as of Q2 2024 after selling out during the quarter.
Global Retirement Partners sold 169 Sharecare, Inc. Class A Common Stock shares in Q2 2024, an estimated $130.
Global Retirement Partners first reported a position in Sharecare, Inc. Class A Common Stock in Q3 2021 and held it in 10 quarters.
Global Retirement Partners's Sharecare, Inc. Class A Common Stock position peaked at $1K in Q3 2021.
128 funds tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.