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IFP Advisors’s XWELL XWEL Stock Holding History

IFP Advisors’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
-300
Closed -$8.55K – 3268
2021
Q1 		$11K Sell
300
-200
-40% -$7.64K ﹤0.01% 2115
2020
Q4 		$12K Buy
+500
New +$17.6K ﹤0.01% 2012
2020
Q3 		– Sell
-67
Closed -$3.92K – 3026
2020
Q2 		$6K Buy
+67
New +$3.52K ﹤0.01% 2034
2019
Q1 		– Hold
0
– – – 3500
2018
Q4 		– Hold
0
– – – 3901
2018
Q3 		– Hold
0
– – – 4043
2018
Q2 		– Hold
0
– – – 4081
2018
Q1 		– Hold
0
– – – 3842
2017
Q4 		– Hold
0
– – – 4130
2017
Q3 		– Hold
0
– – – 4230
2017
Q2 		– Hold
0
– – – 4235
2017
Q1 		– Hold
0
– – – 4148

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

IFP Advisors's XWEL Position: Q2 2021 in Review

IFP Advisors sold out of XWELL (XWEL) in Q2 2021, closing a stake of 300 shares — an estimated $8.55K sold.

IFP Advisors first reported a position in XWEL in Q2 2020 and held it in 3 quarters. The position peaked at $12K in Q4 2020. 47 funds tracked by Wall St. Rank hold XWEL as of Q2 2021.

  • IFP Advisors reported no remaining XWELL position as of Q2 2021 after selling out during the quarter.
  • IFP Advisors sold 300 XWELL shares in Q2 2021, an estimated $8.55K.
  • IFP Advisors first reported a position in XWELL in Q2 2020 and held it in 3 quarters.
  • IFP Advisors's XWELL position peaked at $12K in Q4 2020.
  • 47 funds tracked by Wall St. Rank held XWELL as of Q2 2021.

Based on IFP Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.