PTP
XWEL icon

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 $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $20.5B AUM 24.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Platform Technology Partners's XWEL Position: Q3 2022 in Review

Platform Technology Partners sold out of XWELL (XWEL) in Q3 2022, closing a stake of 563 shares — an estimated $8K sold.

Platform Technology Partners first reported a position in XWEL in Q4 2019 and held it in 7 quarters. The position peaked at $69K in Q2 2021. 38 funds tracked by Wall St. Rank hold XWEL as of Q3 2022.

  • Platform Technology Partners reported no remaining XWELL position as of Q3 2022 after selling out during the quarter.
  • Platform Technology Partners sold 563 XWELL shares in Q3 2022, an estimated $8K.
  • Platform Technology Partners first reported a position in XWELL in Q4 2019 and held it in 7 quarters.
  • Platform Technology Partners's XWELL position peaked at $69K in Q2 2021.
  • 38 funds tracked by Wall St. Rank held XWELL as of Q3 2022.

Based on Platform Technology Partners's 13F filing for Q3 2022, filed 24 Oct 2022.