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XWEL icon

HRT Financial’s XWELL XWEL Stock Holding History

HRT Financial’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
2023
Q2 		– Sell
-726
Closed -$5K – 3409
2023
Q1 		$5K Sell
726
-954
-57% -$7.94K ﹤0.01% 2291
2022
Q4 		$12K Buy
+1,680
New +$18.6K ﹤0.01% 2207
2022
Q3 		– Sell
-2,941
Closed -$40K – 3606
2022
Q2 		$40K Buy
2,941
+2,423
+468% +$42.6K ﹤0.01% 2534
2022
Q1 		$11K Buy
+518
New +$13.9K ﹤0.01% 2892
2021
Q4 		– Sell
-4,932
Closed -$144K – 4212
2021
Q3 		$144K Buy
+4,932
New +$159K ﹤0.01% 2792
2020
Q3 		– Sell
-2,625
Closed -$219K – 2448
2020
Q2 		$219K Buy
+2,625
New +$138K 0.01% 1122

Other funds holding XWEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HRT Financial's XWEL Position: Q2 2023 in Review

HRT Financial sold out of XWELL (XWEL) in Q2 2023, closing a stake of 726 shares — an estimated $5K sold.

HRT Financial first reported a position in XWEL in Q2 2020 and held it in 6 quarters. The position peaked at $219K in Q2 2020. 26 funds tracked by Wall St. Rank hold XWEL as of Q2 2023.

  • HRT Financial reported no remaining XWELL position as of Q2 2023 after selling out during the quarter.
  • HRT Financial sold 726 XWELL shares in Q2 2023, an estimated $5K.
  • HRT Financial first reported a position in XWELL in Q2 2020 and held it in 6 quarters.
  • HRT Financial's XWELL position peaked at $219K in Q2 2020.
  • 26 funds tracked by Wall St. Rank held XWELL as of Q2 2023.

Based on HRT Financial's 13F filing for Q2 2023, filed 11 Aug 2023.