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Reilly Financial Advisors’s XWELL XWEL Stock Holding History

Reilly Financial Advisors’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
2020
Q4 		– Sell
-125
Closed -$5K – 931
2020
Q3 		$5K Buy
125
+110
+733% +$6.43K ﹤0.01% 675
2020
Q2 		$1K Buy
+15
New +$788 ﹤0.01% 875

Other funds holding XWEL

SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return

Reilly Financial Advisors's XWEL Position: Q4 2020 in Review

Reilly Financial Advisors sold out of XWELL (XWEL) in Q4 2020, closing a stake of 125 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in XWEL in Q2 2020 and held it in 2 quarters. The position peaked at $5K in Q3 2020. 39 funds tracked by Wall St. Rank hold XWEL as of Q4 2020.

  • Reilly Financial Advisors reported no remaining XWELL position as of Q4 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 125 XWELL shares in Q4 2020, an estimated $5K.
  • Reilly Financial Advisors first reported a position in XWELL in Q2 2020 and held it in 2 quarters.
  • Reilly Financial Advisors's XWELL position peaked at $5K in Q3 2020.
  • 39 funds tracked by Wall St. Rank held XWELL as of Q4 2020.

Based on Reilly Financial Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.