Mercer Global Advisors
XWEL icon

Mercer Global Advisors’s XWELL XWEL Stock Holding History

Mercer Global 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
2022
Q4 		– Sell
-936
Closed -$14K – 2000
2022
Q3 		$14K Buy
936
+325
+53% +$5.75K ﹤0.01% 1801
2022
Q2 		$8K Hold
611
– – ﹤0.01% 1814
2022
Q1 		$14K Buy
+611
New +$16.4K ﹤0.01% 1862
2021
Q4 		– Sell
-781
Closed -$23K – 1864
2021
Q3 		$23K Hold
781
– – ﹤0.01% 1741
2021
Q2 		$24K Sell
781
-3,887
-83% -$111K ﹤0.01% 1659
2021
Q1 		$172K Buy
4,668
+518
+12% +$19.8K ﹤0.01% 1508
2020
Q4 		$99K Buy
+4,150
New +$146K ﹤0.01% 1298

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Mercer Global Advisors's XWEL Position: Q4 2022 in Review

Mercer Global Advisors sold out of XWELL (XWEL) in Q4 2022, closing a stake of 936 shares — an estimated $14K sold.

Mercer Global Advisors first reported a position in XWEL in Q4 2020 and held it in 7 quarters. The position peaked at $172K in Q1 2021. 36 funds tracked by Wall St. Rank hold XWEL as of Q4 2022.

  • Mercer Global Advisors reported no remaining XWELL position as of Q4 2022 after selling out during the quarter.
  • Mercer Global Advisors sold 936 XWELL shares in Q4 2022, an estimated $14K.
  • Mercer Global Advisors first reported a position in XWELL in Q4 2020 and held it in 7 quarters.
  • Mercer Global Advisors's XWELL position peaked at $172K in Q1 2021.
  • 36 funds tracked by Wall St. Rank held XWELL as of Q4 2022.

Based on Mercer Global Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.