PPWM
SHCR

Paragon Private Wealth Management’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Paragon Private Wealth Management’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
-97,239
Closed -$138K – 178
2024
Q3 		$138K Hold
97,239
– – 0.07% 162
2024
Q2 		$131K Hold
97,239
– – 0.07% 153
2024
Q1 		$74.6K Hold
97,239
– – 0.04% 145
2023
Q4 		$105K Hold
97,239
– – 0.07% 135
2023
Q3 		$91.4K Hold
97,239
– – 0.08% 124
2023
Q2 		$170K Hold
97,239
– – 0.14% 128
2023
Q1 		$138K Hold
97,239
– – 0.12% 128
2022
Q4 		$156K Hold
97,239
– – 0.14% 126
2022
Q3 		$183K Hold
97,239
– – 0.18% 120
2022
Q2 		$154K Hold
97,239
– – 0.16% 109
2022
Q1 		$248K Buy
+97,239
New +$319K 0.24% 92

Other funds holding SHCR

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

Paragon Private Wealth Management's SHCR Position: Q4 2024 in Review

Paragon Private Wealth Management sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q4 2024, closing a stake of 97,239 shares — an estimated $138K sold.

Paragon Private Wealth Management first reported a position in SHCR in Q1 2022 and held it in 11 quarters. The position peaked at $248K in Q1 2022. 1 fund tracked by Wall St. Rank holds SHCR as of Q4 2024.

  • Paragon Private Wealth Management reported no remaining Sharecare, Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
  • Paragon Private Wealth Management sold 97,239 Sharecare, Inc. Class A Common Stock shares in Q4 2024, an estimated $138K.
  • Paragon Private Wealth Management first reported a position in Sharecare, Inc. Class A Common Stock in Q1 2022 and held it in 11 quarters.
  • Paragon Private Wealth Management's Sharecare, Inc. Class A Common Stock position peaked at $248K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q4 2024.

Based on Paragon Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.