MSWMA
XWEL icon

Market Street Wealth Management Advisors’s XWELL XWEL Stock Holding History

Market Street Wealth Management Advisors’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
2021
Q4 		– Sell
-2,652
Closed -$78K – 79
2021
Q3 		$78K Hold
2,652
– – 0.03% 70
2021
Q2 		$82K Hold
2,652
– – 0.04% 63
2021
Q1 		$98K Buy
+2,652
New +$101K 0.06% 60

Other funds holding XWEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.4% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Market Street Wealth Management Advisors's XWEL Position: Q4 2021 in Review

Market Street Wealth Management Advisors sold out of XWELL (XWEL) in Q4 2021, closing a stake of 2,652 shares — an estimated $78K sold.

Market Street Wealth Management Advisors first reported a position in XWEL in Q1 2021 and held it in 3 quarters. The position peaked at $98K in Q1 2021. 51 funds tracked by Wall St. Rank hold XWEL as of Q4 2021.

  • Market Street Wealth Management Advisors reported no remaining XWELL position as of Q4 2021 after selling out during the quarter.
  • Market Street Wealth Management Advisors sold 2,652 XWELL shares in Q4 2021, an estimated $78K.
  • Market Street Wealth Management Advisors first reported a position in XWELL in Q1 2021 and held it in 3 quarters.
  • Market Street Wealth Management Advisors's XWELL position peaked at $98K in Q1 2021.
  • 51 funds tracked by Wall St. Rank held XWELL as of Q4 2021.

Based on Market Street Wealth Management Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.