IA
WE

IFP Advisors’s WeWork Inc. WE Stock Holding History

IFP Advisors’s Portfolio WE Stock Details WE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1
Closed -$1K – 4573
2022
Q4 		$1K Sell
1
-1
-50% -$94 ﹤0.01% 4554
2022
Q3 		$2K Hold
2
– – ﹤0.01% 4452
2022
Q2 		$2K Hold
2
– – ﹤0.01% 4235
2022
Q1 		$2K Buy
+2
New +$573 ﹤0.01% 4233

Other funds holding WE

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AACA
American Assets Capital Advisers San Diego, California $94.7M AUM 5.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

IFP Advisors's WE Position: Q1 2023 in Review

IFP Advisors sold out of WeWork Inc. (WE) in Q1 2023, closing a stake of 1 share — an estimated $1K sold.

IFP Advisors first reported a position in WE in Q1 2022 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 149 funds tracked by Wall St. Rank hold WE as of Q1 2023.

  • IFP Advisors reported no remaining WeWork Inc. position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 1 WeWork Inc. share in Q1 2023, an estimated $1K.
  • IFP Advisors first reported a position in WeWork Inc. in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's WeWork Inc. position peaked at $2K in Q3 2022.
  • 149 funds tracked by Wall St. Rank held WeWork Inc. as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.