SOA Wealth Advisors’s XWELL XWEL Stock Holding History

SOA Wealth 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
2022 Q2	–	Sell	-75	Closed	-$1K	–	1054
2022 Q1	$1K	Hold	75	–	–	﹤0.01%	879
2021 Q4	$3K	Hold	75	–	–	﹤0.01%	754
2021 Q3	$2K	Hold	75	–	–	﹤0.01%	806
2021 Q2	$2K	Buy	+75	New	+$2.14K	﹤0.01%	791

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

ECM

ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

SOA Wealth Advisors's XWEL Position: Q2 2022 in Review

SOA Wealth Advisors sold out of XWELL (XWEL) in Q2 2022, closing a stake of 75 shares — an estimated $1K sold.

SOA Wealth Advisors first reported a position in XWEL in Q2 2021 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 46 funds tracked by Wall St. Rank hold XWEL as of Q2 2022.

SOA Wealth Advisors reported no remaining XWELL position as of Q2 2022 after selling out during the quarter.
SOA Wealth Advisors sold 75 XWELL shares in Q2 2022, an estimated $1K.
SOA Wealth Advisors first reported a position in XWELL in Q2 2021 and held it in 4 quarters.
SOA Wealth Advisors's XWELL position peaked at $3K in Q4 2021.
46 funds tracked by Wall St. Rank held XWELL as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.