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Newbridge Financial Services Group’s XWELL XWEL Stock Holding History

Newbridge Financial Services Group’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
2023
Q3 		– Sell
-1
Closed -$2 – 1415
2023
Q2 		$2 Hold
1
– – ﹤0.01% 1346
2023
Q1 		$4 Hold
1
– – ﹤0.01% 1404
2022
Q4 		$4 Hold
1
– – ﹤0.01% 1437
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1493
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1547
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1589
2021
Q4 		$0 Hold
1
– – ﹤0.01% 1556
2021
Q3 		$1K Hold
1
– – ﹤0.01% 1337
2021
Q2 		$0 Hold
1
– – ﹤0.01% 1523
2021
Q1 		$1K Buy
+1
New +$38 ﹤0.01% 1344
2020
Q4 		– Hold
0
– – – 1082
2020
Q3 		– Hold
0
– – – 1057

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Newbridge Financial Services Group's XWEL Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of XWELL (XWEL) in Q3 2023, closing a stake of 1 share — an estimated $2 sold.

Newbridge Financial Services Group first reported a position in XWEL in Q1 2021 and held it in 10 quarters. The position peaked at $1K in Q3 2021. 19 funds tracked by Wall St. Rank hold XWEL as of Q3 2023.

  • Newbridge Financial Services Group reported no remaining XWELL position as of Q3 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1 XWELL share in Q3 2023, an estimated $2.
  • Newbridge Financial Services Group first reported a position in XWELL in Q1 2021 and held it in 10 quarters.
  • Newbridge Financial Services Group's XWELL position peaked at $1K in Q3 2021.
  • 19 funds tracked by Wall St. Rank held XWELL as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.