LSC
WEL

Logan Stone Capital’s Integrated Wellness Acquisition Corp WEL Stock Holding History

Logan Stone Capital’s Portfolio WEL Stock Details WEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-25,319
Closed -$299K – 156
2024
Q3 		$299K Sell
25,319
-4,100
-14% -$48K 0.07% 117
2024
Q2 		$341K Buy
+29,419
New +$338K 0.09% 136

Other funds holding WEL

MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $567M AUM 0.34% 1-Year Est. Return

Logan Stone Capital's WEL Position: Q4 2024 in Review

Logan Stone Capital sold out of Integrated Wellness Acquisition Corp (WEL) in Q4 2024, closing a stake of 25,319 shares — an estimated $299K sold.

Logan Stone Capital first reported a position in WEL in Q2 2024 and held it in 2 quarters. The position peaked at $341K in Q2 2024. 3 funds tracked by Wall St. Rank hold WEL as of Q4 2024.

  • Logan Stone Capital reported no remaining Integrated Wellness Acquisition Corp position as of Q4 2024 after selling out during the quarter.
  • Logan Stone Capital sold 25,319 Integrated Wellness Acquisition Corp shares in Q4 2024, an estimated $299K.
  • Logan Stone Capital first reported a position in Integrated Wellness Acquisition Corp in Q2 2024 and held it in 2 quarters.
  • Logan Stone Capital's Integrated Wellness Acquisition Corp position peaked at $341K in Q2 2024.
  • 3 funds tracked by Wall St. Rank held Integrated Wellness Acquisition Corp as of Q4 2024.

Based on Logan Stone Capital's 13F filing for Q4 2024, filed 14 Feb 2025.