SFI
XWEL icon

Susquehanna Fundamental Investments’s XWELL XWEL Stock Holding History

Susquehanna Fundamental Investments’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
2021
Q1 		– Sell
-7,663
Closed -$182K – 1630
2020
Q4 		$182K Sell
7,663
-3,109
-29% -$110K ﹤0.01% 1365
2020
Q3 		$424K Buy
10,772
+3,527
+49% +$206K 0.01% 939
2020
Q2 		$607K Buy
+7,245
New +$380K 0.03% 561

Other funds holding XWEL

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bayesian Capital Management Brooklyn, New York $81.9M AUM 26.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna Fundamental Investments's XWEL Position: Q1 2021 in Review

Susquehanna Fundamental Investments sold out of XWELL (XWEL) in Q1 2021, closing a stake of 7,663 shares — an estimated $182K sold.

Susquehanna Fundamental Investments first reported a position in XWEL in Q2 2020 and held it in 3 quarters. The position peaked at $607K in Q2 2020. 48 funds tracked by Wall St. Rank hold XWEL as of Q1 2021.

  • Susquehanna Fundamental Investments reported no remaining XWELL position as of Q1 2021 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 7,663 XWELL shares in Q1 2021, an estimated $182K.
  • Susquehanna Fundamental Investments first reported a position in XWELL in Q2 2020 and held it in 3 quarters.
  • Susquehanna Fundamental Investments's XWELL position peaked at $607K in Q2 2020.
  • 48 funds tracked by Wall St. Rank held XWELL as of Q1 2021.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2021, filed 17 May 2021.