KAS
SHCR

Kestra Advisory Services’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Kestra Advisory Services’s Portfolio SHCR Stock Details SHCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100,103
Closed -$135K – 2769
2024
Q2 		$135K Buy
+100,103
New +$82.3K ﹤0.01% 2483
2021
Q4 		– Sell
-237,350
Closed -$1.95M – 2215
2021
Q3 		$1.95M Buy
+237,350
New +$1.79M 0.02% 722

Other funds holding SHCR

GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $109M AUM 317.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return