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Ladenburg Thalmann Financial Services’s XWELL XWEL Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		– Sell
-1
Closed -$60 – 5523
2019
Q3 		$0 Hold
1
– – ﹤0.01% 5469
2019
Q2 		$0 Hold
1
– – ﹤0.01% 5432
2019
Q1 		$0 Hold
1
– – ﹤0.01% 5357
2018
Q4 		$0 Hold
1
– – ﹤0.01% 5352
2018
Q3 		$0 Hold
1
– – ﹤0.01% 5333
2018
Q2 		$1K Hold
1
– – ﹤0.01% 5026
2018
Q1 		$1K Hold
1
– – ﹤0.01% 5026
2017
Q4 		$2K Hold
1
– – ﹤0.01% 4808
2017
Q3 		$2K Hold
1
– – ﹤0.01% 4701
2017
Q2 		$3K Hold
1
– – ﹤0.01% 4504
2017
Q1 		$4K Hold
1
– – ﹤0.01% 4401
2016
Q4 		$3K Hold
1
– – ﹤0.01% 4446
2016
Q3 		$4K Hold
1
– – ﹤0.01% 4291
2016
Q2 		$2K Buy
+1
New +$2.32K ﹤0.01% 4439

Other funds holding XWEL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HP
Harbourvest Partners Boston, Massachusetts $101M AUM 38.13% 1-Year Est. Return
CF
CNA Financial Chicago, Illinois $235M AUM 3.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ladenburg Thalmann Financial Services's XWEL Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services sold out of XWELL (XWEL) in Q4 2019, closing a stake of 1 share — an estimated $60 sold.

Ladenburg Thalmann Financial Services first reported a position in XWEL in Q2 2016 and held it in 14 quarters. The position peaked at $4K in Q1 2017. 9 funds tracked by Wall St. Rank hold XWEL as of Q4 2019.

  • Ladenburg Thalmann Financial Services reported no remaining XWELL position as of Q4 2019 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 1 XWELL share in Q4 2019, an estimated $60.
  • Ladenburg Thalmann Financial Services first reported a position in XWELL in Q2 2016 and held it in 14 quarters.
  • Ladenburg Thalmann Financial Services's XWELL position peaked at $4K in Q1 2017.
  • 9 funds tracked by Wall St. Rank held XWELL as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.