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Steve Schonfeld’s XWELL XWEL Stock Holding History

Steve Schonfeld’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
Q3 		– Sell
-1,300
Closed -$18K – 3202
2022
Q2 		$18K Sell
1,300
-535
-29% -$9.4K ﹤0.01% 2295
2022
Q1 		$42K Buy
+1,835
New +$49.1K ﹤0.01% 2360
2021
Q2 		– Sell
-2,965
Closed -$109K – 2364
2021
Q1 		$109K Buy
+2,965
New +$113K ﹤0.01% 1625

Other funds holding XWEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Steve Schonfeld's XWEL Position: Q3 2022 in Review

Steve Schonfeld sold out of XWELL (XWEL) in Q3 2022, closing a stake of 1,300 shares — an estimated $18K sold.

Steve Schonfeld first reported a position in XWEL in Q1 2021 and held it in 3 quarters. The position peaked at $109K in Q1 2021. 38 funds tracked by Wall St. Rank hold XWEL as of Q3 2022.

  • Steve Schonfeld reported no remaining XWELL position as of Q3 2022 after selling out during the quarter.
  • Steve Schonfeld sold 1,300 XWELL shares in Q3 2022, an estimated $18K.
  • Steve Schonfeld first reported a position in XWELL in Q1 2021 and held it in 3 quarters.
  • Steve Schonfeld's XWELL position peaked at $109K in Q1 2021.
  • 38 funds tracked by Wall St. Rank held XWELL as of Q3 2022.

Based on Schonfeld Strategic Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.