LPL Financial’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

LPL Financial’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 Q4	–	Sell	-91,100	Closed	-$129K	–	5497
2024 Q3	$129K	Hold	91,100	–	–	﹤0.01%	4840
2024 Q2	$123K	Hold	91,100	–	–	﹤0.01%	4694
2024 Q1	$69.9K	Buy	91,100 +40,000	+78%	+$40.1K	﹤0.01%	4729
2023 Q4	$55.2K	Buy	+51,100	New	+$52.4K	﹤0.01%	4639
2023 Q3	–	Sell	-13,028	Closed	-$22.8K	–	4812
2023 Q2	$22.8K	Buy	+13,028	New	+$20.4K	﹤0.01%	4507
2022 Q4	–	Sell	-38,312	Closed	-$73K	–	4590
2022 Q3	$73K	Hold	38,312	–	–	﹤0.01%	4170
2022 Q2	$61K	Buy	+38,312	New	+$94.1K	﹤0.01%	4210

Other funds holding SHCR

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

LPL Financial's SHCR Position: Q4 2024 in Review

LPL Financial sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q4 2024, closing a stake of 91,100 shares — an estimated $129K sold.

LPL Financial first reported a position in SHCR in Q2 2022 and held it in 7 quarters. The position peaked at $129K in Q3 2024. 1 fund tracked by Wall St. Rank holds SHCR as of Q4 2024.

LPL Financial reported no remaining Sharecare, Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
LPL Financial sold 91,100 Sharecare, Inc. Class A Common Stock shares in Q4 2024, an estimated $129K.
LPL Financial first reported a position in Sharecare, Inc. Class A Common Stock in Q2 2022 and held it in 7 quarters.
LPL Financial's Sharecare, Inc. Class A Common Stock position peaked at $129K in Q3 2024.
1 fund tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.