U.S. Capital Wealth Advisors’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q3	–	Sell	-74,106	Closed	-$130K	–	690
2023 Q2	$130K	Hold	74,106	–	–	0.01%	638
2023 Q1	$105K	Hold	74,106	–	–	﹤0.01%	615
2022 Q4	$119K	Hold	74,106	–	–	0.01%	708
2022 Q3	$141K	Buy	74,106 +6,606	+10%	+$11.6K	0.01%	608
2022 Q2	$107K	Hold	67,500	–	–	﹤0.01%	645
2022 Q1	$167K	Hold	67,500	–	–	0.01%	679
2021 Q4	$303K	Buy	67,500 +5,000	+8%	+$32.2K	0.01%	595
2021 Q3	$514K	Buy	+62,500	New	+$473K	0.02%	503

Other funds holding SHCR

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

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

Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PCM

Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $395M AUM 23.17% 1-Year Est. Return

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

MCM

Mudrick Capital Management New York $174M AUM 32.43% 1-Year Est. Return

ECM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

U.S. Capital Wealth Advisors's SHCR Position: Q3 2023 in Review

U.S. Capital Wealth Advisors sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q3 2023, closing a stake of 74,106 shares — an estimated $130K sold.

U.S. Capital Wealth Advisors first reported a position in SHCR in Q3 2021 and held it in 8 quarters. The position peaked at $514K in Q3 2021. 128 funds tracked by Wall St. Rank hold SHCR as of Q3 2023.

U.S. Capital Wealth Advisors reported no remaining Sharecare, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 74,106 Sharecare, Inc. Class A Common Stock shares in Q3 2023, an estimated $130K.
U.S. Capital Wealth Advisors first reported a position in Sharecare, Inc. Class A Common Stock in Q3 2021 and held it in 8 quarters.
U.S. Capital Wealth Advisors's Sharecare, Inc. Class A Common Stock position peaked at $514K in Q3 2021.
128 funds tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q3 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.