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Occudo Quantitative Strategies’s XWELL XWEL Stock Holding History

Occudo Quantitative Strategies’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
-1,727
Closed -$26K – 1431
2022
Q3 		$26K Sell
1,727
-7
-0.4% -$124 ﹤0.01% 1123
2022
Q2 		$24K Sell
1,734
-732
-30% -$12.9K ﹤0.01% 1094
2022
Q1 		$56K Buy
2,466
+448
+22% +$12K ﹤0.01% 1074
2021
Q4 		$82K Buy
+2,018
New +$64K 0.01% 976

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

Occudo Quantitative Strategies's XWEL Position: Q4 2022 in Review

Occudo Quantitative Strategies sold out of XWELL (XWEL) in Q4 2022, closing a stake of 1,727 shares — an estimated $26K sold.

Occudo Quantitative Strategies first reported a position in XWEL in Q4 2021 and held it in 4 quarters. The position peaked at $82K in Q4 2021. 36 funds tracked by Wall St. Rank hold XWEL as of Q4 2022.

  • Occudo Quantitative Strategies reported no remaining XWELL position as of Q4 2022 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 1,727 XWELL shares in Q4 2022, an estimated $26K.
  • Occudo Quantitative Strategies first reported a position in XWELL in Q4 2021 and held it in 4 quarters.
  • Occudo Quantitative Strategies's XWELL position peaked at $82K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held XWELL as of Q4 2022.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2022, filed 14 Feb 2023.