UBS Group
WEL

UBS Group’s Integrated Wellness Acquisition Corp WEL Stock Holding History

UBS Group’s Portfolio WEL Stock Details WEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-21
Closed -$243 – 10299
2024
Q2 		$243 Buy
+21
New +$242 ﹤0.01% 9042
2023
Q2 		– Sell
-1,392
Closed -$14.6K – 9885
2023
Q1 		$14.6K Buy
1,392
+392
+39% +$4.07K ﹤0.01% 7337
2022
Q4 		$10.3K Hold
1,000
– – ﹤0.01% 8534
2022
Q3 		$10K Hold
1,000
– – ﹤0.01% 8468
2022
Q2 		$10K Hold
1,000
– – ﹤0.01% 8024
2022
Q1 		$10K Buy
+1,000
New +$9.91K ﹤0.01% 8456

Other funds holding WEL

FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return