Regimen Wealth’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Regimen Wealth’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 Q3	–	Sell	-151,332	Closed	-$204K	–	67
2024 Q2	$204K	Hold	151,332	–	–	0.07%	62
2024 Q1	$116K	Hold	151,332	–	–	0.04%	64
2023 Q4	$163K	Hold	151,332	–	–	0.06%	61
2023 Q3	$142K	Hold	151,332	–	–	0.06%	57
2023 Q2	$265K	Hold	151,332	–	–	0.11%	46
2023 Q1	$215K	Hold	151,332	–	–	0.09%	54
2022 Q4	$242K	Buy	+151,332	New	+$280K	0.16%	47

Other funds holding SHCR

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

OBAM

ODDO BHF Asset Management Paris, France $2.16B AUM 43.32% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Regimen Wealth's SHCR Position: Q3 2024 in Review

Regimen Wealth sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q3 2024, closing a stake of 151,332 shares — an estimated $204K sold.

Regimen Wealth first reported a position in SHCR in Q4 2022 and held it in 7 quarters. The position peaked at $265K in Q2 2023. 101 funds tracked by Wall St. Rank hold SHCR as of Q3 2024.

Regimen Wealth reported no remaining Sharecare, Inc. Class A Common Stock position as of Q3 2024 after selling out during the quarter.
Regimen Wealth sold 151,332 Sharecare, Inc. Class A Common Stock shares in Q3 2024, an estimated $204K.
Regimen Wealth first reported a position in Sharecare, Inc. Class A Common Stock in Q4 2022 and held it in 7 quarters.
Regimen Wealth's Sharecare, Inc. Class A Common Stock position peaked at $265K in Q2 2023.
101 funds tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q3 2024.

Based on Regimen Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.