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

HB Wealth 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
2024 Q4	–	Sell	-42,593	Closed	-$60.5K	–	1128
2024 Q3	$60.5K	Hold	42,593	–	–	﹤0.01%	945
2024 Q2	$57.5K	Sell	42,593 -10	-0%	-$8	﹤0.01%	899
2024 Q1	$32.7K	Hold	42,603	–	–	﹤0.01%	841
2023 Q4	$46K	Hold	42,603	–	–	﹤0.01%	776
2023 Q3	$40.1K	Hold	42,603	–	–	﹤0.01%	752
2023 Q2	$74.6K	Hold	42,603	–	–	﹤0.01%	709
2023 Q1	$60.5K	Sell	42,603 -25	-0.1%	-$57	﹤0.01%	701
2022 Q4	$68.2K	Buy	42,628 +1,034	+2%	+$1.91K	﹤0.01%	669
2022 Q3	$79K	Hold	41,594	–	–	﹤0.01%	565
2022 Q2	$66K	Hold	41,594	–	–	﹤0.01%	565
2022 Q1	$103K	Buy	+41,594	New	+$137K	﹤0.01%	575

Other funds holding SHCR

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

HB Wealth Management's SHCR Position: Q4 2024 in Review

HB Wealth Management sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q4 2024, closing a stake of 42,593 shares — an estimated $60.5K sold.

HB Wealth Management first reported a position in SHCR in Q1 2022 and held it in 11 quarters. The position peaked at $103K in Q1 2022. 1 fund tracked by Wall St. Rank holds SHCR as of Q4 2024.

HB Wealth Management reported no remaining Sharecare, Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
HB Wealth Management sold 42,593 Sharecare, Inc. Class A Common Stock shares in Q4 2024, an estimated $60.5K.
HB Wealth Management first reported a position in Sharecare, Inc. Class A Common Stock in Q1 2022 and held it in 11 quarters.
HB Wealth Management's Sharecare, Inc. Class A Common Stock position peaked at $103K in Q1 2022.
1 fund tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q4 2024.

Based on HB Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.