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IEQ Capital’s XWELL XWEL Stock Holding History

IEQ Capital’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
2021
Q2 		– Sell
-1,350
Closed -$50K – 622
2021
Q1 		$50K Buy
+1,350
New +$51.6K ﹤0.01% 477

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
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

IEQ Capital's XWEL Position: Q2 2021 in Review

IEQ Capital sold out of XWELL (XWEL) in Q2 2021, closing a stake of 1,350 shares — an estimated $50K sold.

IEQ Capital first reported a position in XWEL in Q1 2021 and held it in 1 quarter. The position peaked at $50K in Q1 2021. 47 funds tracked by Wall St. Rank hold XWEL as of Q2 2021.

  • IEQ Capital reported no remaining XWELL position as of Q2 2021 after selling out during the quarter.
  • IEQ Capital sold 1,350 XWELL shares in Q2 2021, an estimated $50K.
  • IEQ Capital first reported a position in XWELL in Q1 2021 and held it in 1 quarter.
  • IEQ Capital's XWELL position peaked at $50K in Q1 2021.
  • 47 funds tracked by Wall St. Rank held XWELL as of Q2 2021.

Based on IEQ Capital's 13F filing for Q2 2021, filed 29 Jul 2021.