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Prelude Capital Management’s XWELL XWEL Stock Holding History

Prelude Capital Management’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
2023
Q1 		– Sell
-610
Closed -$4.43K – 1498
2022
Q4 		$4.43K Sell
610
-20
-3% -$222 ﹤0.01% 1216
2022
Q3 		$10K Sell
630
-35
-5% -$619 ﹤0.01% 1317
2022
Q2 		$9K Sell
665
-100
-13% -$1.76K ﹤0.01% 1582
2022
Q1 		$17K Sell
765
-485
-39% -$13K ﹤0.01% 1559
2021
Q4 		$51K Sell
1,250
-15
-1% -$475 ﹤0.01% 1780
2021
Q3 		$37K Sell
1,265
-1,335
-51% -$42.9K ﹤0.01% 1569
2021
Q2 		$80K Sell
2,600
-625
-19% -$17.8K ﹤0.01% 1496
2021
Q1 		$119K Buy
+3,225
New +$123K ﹤0.01% 1403

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prelude Capital Management's XWEL Position: Q1 2021 in Review

Prelude Capital Management sold out of XWELL (XWEL) in Q1 2021, closing a stake of 1,497 shares — an estimated $57.2K sold.

Prelude Capital Management first reported a position in XWEL in Q4 2020 and held it in 1 quarter. The position peaked at $36K in Q4 2020. 48 funds tracked by Wall St. Rank hold XWEL as of Q1 2021.

  • Prelude Capital Management reported no remaining XWELL position as of Q1 2021 after selling out during the quarter.
  • Prelude Capital Management sold 1,497 XWELL shares in Q1 2021, an estimated $57.2K.
  • Prelude Capital Management first reported a position in XWELL in Q4 2020 and held it in 1 quarter.
  • Prelude Capital Management's XWELL position peaked at $36K in Q4 2020.
  • 48 funds tracked by Wall St. Rank held XWELL as of Q1 2021.

Based on Prelude Capital Management's 13F filing for Q1 2021, filed 17 May 2021.