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

Spire Wealth Management’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 Q4	–	Sell	-22,200	Closed	-$31.5K	–	2539
2024 Q3	$31.5K	Sell	22,200 -1,500	-6%	-$2.08K	﹤0.01%	1287
2024 Q2	$32K	Sell	23,700 -700	-3%	-$575	﹤0.01%	1265
2024 Q1	$18.7K	Buy	24,400 +14,000	+135%	+$14K	﹤0.01%	1538
2023 Q4	$9.84K	Buy	+10,400	New	+$10.7K	﹤0.01%	1762

Other funds holding SHCR

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Spire Wealth Management's SHCR Position: Q4 2024 in Review

Spire Wealth Management sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q4 2024, closing a stake of 22,200 shares — an estimated $31.5K sold.

Spire Wealth Management first reported a position in SHCR in Q4 2023 and held it in 4 quarters. The position peaked at $32K in Q2 2024. 1 fund tracked by Wall St. Rank holds SHCR as of Q4 2024.

Spire Wealth Management reported no remaining Sharecare, Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
Spire Wealth Management sold 22,200 Sharecare, Inc. Class A Common Stock shares in Q4 2024, an estimated $31.5K.
Spire Wealth Management first reported a position in Sharecare, Inc. Class A Common Stock in Q4 2023 and held it in 4 quarters.
Spire Wealth Management's Sharecare, Inc. Class A Common Stock position peaked at $32K in Q2 2024.
1 fund tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.