Jim Simons
XWEL icon

Jim Simons’s XWELL XWEL Stock Holding History

Jim Simons’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
Q3 		– Sell
-3,565
Closed -$14K – 4182
2023
Q2 		$14K Buy
3,565
+180
+5% +$936 ﹤0.01% 3809
2023
Q1 		$24K Buy
3,385
+80
+2% +$666 ﹤0.01% 3798
2022
Q4 		$24K Buy
3,305
+165
+5% +$1.83K ﹤0.01% 3936
2022
Q3 		$48K Buy
3,140
+795
+34% +$14.1K ﹤0.01% 3769
2022
Q2 		$32K Sell
2,345
-1,877
-44% -$33K ﹤0.01% 4069
2022
Q1 		$95K Buy
+4,222
New +$113K ﹤0.01% 3806
2021
Q4 		– Sell
-3,480
Closed -$102K – 4274
2021
Q3 		$102K Buy
+3,480
New +$112K ﹤0.01% 3316
2020
Q2 		– Sell
-775
Closed -$9K – 3814
2020
Q1 		$9K Sell
775
-1,203
-61% -$45.9K ﹤0.01% 3391
2019
Q4 		$80K Buy
1,978
+630
+47% +$37.8K ﹤0.01% 3343
2019
Q3 		$116K Buy
1,348
+112
+9% +$9.49K ﹤0.01% 3247
2019
Q2 		$144K Buy
1,236
+218
+21% +$29.2K ﹤0.01% 3355
2019
Q1 		$147K Buy
1,018
+329
+48% +$73K ﹤0.01% 3253
2018
Q4 		$129K Buy
689
+308
+81% +$64.7K ﹤0.01% 3201
2018
Q3 		$68K Buy
381
+226
+146% +$59.1K ﹤0.01% 3266
2018
Q2 		$54K Buy
155
+93
+150% +$60.3K ﹤0.01% 3184
2018
Q1 		$53K Buy
+62
New +$75.7K ﹤0.01% 3298
2017
Q2 		– Sell
-20
Closed -$51K – 3394
2017
Q1 		$51K Buy
+20
New +$53.4K ﹤0.01% 3140

Other funds holding XWEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Jim Simons's XWEL Position: Q3 2023 in Review

Jim Simons sold out of XWELL (XWEL) in Q3 2023, closing a stake of 3,565 shares — an estimated $14K sold.

Jim Simons first reported a position in XWEL in Q1 2017 and held it in 17 quarters. The position peaked at $147K in Q1 2019. 19 funds tracked by Wall St. Rank hold XWEL as of Q3 2023.

  • Jim Simons reported no remaining XWELL position as of Q3 2023 after selling out during the quarter.
  • Jim Simons sold 3,565 XWELL shares in Q3 2023, an estimated $14K.
  • Jim Simons first reported a position in XWELL in Q1 2017 and held it in 17 quarters.
  • Jim Simons's XWELL position peaked at $147K in Q1 2019.
  • 19 funds tracked by Wall St. Rank held XWELL as of Q3 2023.

Based on Renaissance Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.