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 $1.72B AUM 70.66% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 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 $6.2B AUM 35.46% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.21B AUM 13.69% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 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 $1.14B AUM 6.91% 1-Year Est. Return

UBS Group's WEL Position: Q3 2024 in Review

UBS Group sold out of Integrated Wellness Acquisition Corp (WEL) in Q3 2024, closing a stake of 21 shares — an estimated $243 sold.

UBS Group first reported a position in WEL in Q1 2022 and held it in 6 quarters. The position peaked at $14.6K in Q1 2023. 20 funds tracked by Wall St. Rank hold WEL as of Q3 2024.

  • UBS Group reported no remaining Integrated Wellness Acquisition Corp position as of Q3 2024 after selling out during the quarter.
  • UBS Group sold 21 Integrated Wellness Acquisition Corp shares in Q3 2024, an estimated $243.
  • UBS Group first reported a position in Integrated Wellness Acquisition Corp in Q1 2022 and held it in 6 quarters.
  • UBS Group's Integrated Wellness Acquisition Corp position peaked at $14.6K in Q1 2023.
  • 20 funds tracked by Wall St. Rank held Integrated Wellness Acquisition Corp as of Q3 2024.

Based on UBS Group's 13F filing for Q3 2024, filed 14 Nov 2024.