SignatureFD’s XWELL XWEL Stock Holding History

SignatureFD’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 Q4	–	Sell	-2	Closed	-$5	–	3295
2023 Q3	$5	Sell	2 -1	-33%	-$4	﹤0.01%	3190
2023 Q2	$10	Buy	+3	New	+$16	﹤0.01%	3216
2020 Q3	–	Sell	-71	Closed	-$6K	–	2776
2020 Q2	$6K	Buy	+71	New	+$3.73K	﹤0.01%	1760

Other funds holding XWEL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SignatureFD's XWEL Position: Q4 2023 in Review

SignatureFD sold out of XWELL (XWEL) in Q4 2023, closing a stake of 2 shares — an estimated $5 sold.

SignatureFD first reported a position in XWEL in Q2 2020 and held it in 3 quarters. The position peaked at $6K in Q2 2020. 17 funds tracked by Wall St. Rank hold XWEL as of Q4 2023.

SignatureFD reported no remaining XWELL position as of Q4 2023 after selling out during the quarter.
SignatureFD sold 2 XWELL shares in Q4 2023, an estimated $5.
SignatureFD first reported a position in XWELL in Q2 2020 and held it in 3 quarters.
SignatureFD's XWELL position peaked at $6K in Q2 2020.
17 funds tracked by Wall St. Rank held XWELL as of Q4 2023.

Based on SignatureFD's 13F filing for Q4 2023, filed 1 Feb 2024.