Montag & Associates’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Montag & Associates’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	-23,925	Closed	-$34K	–	1049
2024 Q3	$34K	Hold	23,925	–	–	﹤0.01%	663
2024 Q2	$32.3K	Hold	23,925	–	–	﹤0.01%	654
2024 Q1	$18.4K	Hold	23,925	–	–	﹤0.01%	706
2023 Q4	$25.8K	Hold	23,925	–	–	﹤0.01%	669
2023 Q3	$22.5K	Hold	23,925	–	–	﹤0.01%	657
2023 Q2	$41.9K	Hold	23,925	–	–	﹤0.01%	594
2023 Q1	$34K	Hold	23,925	–	–	﹤0.01%	611
2022 Q4	$38.3K	Hold	23,925	–	–	﹤0.01%	589
2022 Q3	$45K	Hold	23,925	–	–	﹤0.01%	555
2022 Q2	$38K	Hold	23,925	–	–	﹤0.01%	569
2022 Q1	$59K	Buy	+23,925	New	+$78.6K	﹤0.01%	536

Other funds holding SHCR

GHA

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

Montag & Associates's SHCR Position: Q4 2024 in Review

Montag & Associates sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q4 2024, closing a stake of 23,925 shares — an estimated $34K sold.

Montag & Associates first reported a position in SHCR in Q1 2022 and held it in 11 quarters. The position peaked at $59K in Q1 2022. 1 fund tracked by Wall St. Rank holds SHCR as of Q4 2024.

Montag & Associates reported no remaining Sharecare, Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
Montag & Associates sold 23,925 Sharecare, Inc. Class A Common Stock shares in Q4 2024, an estimated $34K.
Montag & Associates first reported a position in Sharecare, Inc. Class A Common Stock in Q1 2022 and held it in 11 quarters.
Montag & Associates's Sharecare, Inc. Class A Common Stock position peaked at $59K in Q1 2022.
1 fund tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q4 2024.

Based on Montag & Associates's 13F filing for Q4 2024, filed 30 Jan 2025.