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Old Point Trust & Financial Services N A’s XWELL XWEL Stock Holding History

Old Point Trust & Financial Services N A’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
2024
Q2 		– Sell
-50
Closed -$85 – 539
2024
Q1 		$85 Buy
+50
New +$88 ﹤0.01% 533

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Vanguard Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Old Point Trust & Financial Services N A's XWEL Position: Q2 2024 in Review

Old Point Trust & Financial Services N A sold out of XWELL (XWEL) in Q2 2024, closing a stake of 50 shares — an estimated $85 sold.

Old Point Trust & Financial Services N A first reported a position in XWEL in Q1 2024 and held it in 1 quarter. The position peaked at $85 in Q1 2024. 13 funds tracked by Wall St. Rank hold XWEL as of Q2 2024.

  • Old Point Trust & Financial Services N A reported no remaining XWELL position as of Q2 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 50 XWELL shares in Q2 2024, an estimated $85.
  • Old Point Trust & Financial Services N A first reported a position in XWELL in Q1 2024 and held it in 1 quarter.
  • Old Point Trust & Financial Services N A's XWELL position peaked at $85 in Q1 2024.
  • 13 funds tracked by Wall St. Rank held XWELL as of Q2 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2024, filed 13 Aug 2024.