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Platform Technology Partners’s XWELL XWEL Stock Holding History

Platform Technology Partners’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
Q3 		– Sell
-563
Closed -$8K – 213
2022
Q2 		$8K Hold
563
– – ﹤0.01% 201
2022
Q1 		$13K Sell
563
-187
-25% -$5.01K 0.01% 215
2021
Q4 		$30K Sell
750
-1,476
-66% -$46.8K 0.01% 219
2021
Q3 		$65K Hold
2,226
– – 0.03% 219
2021
Q2 		$69K Buy
+2,226
New +$63.4K 0.03% 246
2020
Q2 		– Sell
-226
Closed -$3K – 208
2020
Q1 		$3K Buy
226
+59
+35% +$2.25K ﹤0.01% 178
2019
Q4 		$7K Buy
+167
New +$10K 0.01% 182

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return