WFPG
XWEL icon

Waller Financial Planning Group’s XWELL XWEL Stock Holding History

Waller Financial Planning Group’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
Q3 		– Sell
-1,000
Closed -$31K – 58
2021
Q2 		$31K Buy
1,000
+500
+100% +$14.3K 0.01% 51
2021
Q1 		$18K Buy
+500
New +$19.1K 0.01% 47

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
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Waller Financial Planning Group's XWEL Position: Q3 2021 in Review

Waller Financial Planning Group sold out of XWELL (XWEL) in Q3 2021, closing a stake of 1,000 shares — an estimated $31K sold.

Waller Financial Planning Group first reported a position in XWEL in Q1 2021 and held it in 2 quarters. The position peaked at $31K in Q2 2021. 53 funds tracked by Wall St. Rank hold XWEL as of Q3 2021.

  • Waller Financial Planning Group reported no remaining XWELL position as of Q3 2021 after selling out during the quarter.
  • Waller Financial Planning Group sold 1,000 XWELL shares in Q3 2021, an estimated $31K.
  • Waller Financial Planning Group first reported a position in XWELL in Q1 2021 and held it in 2 quarters.
  • Waller Financial Planning Group's XWELL position peaked at $31K in Q2 2021.
  • 53 funds tracked by Wall St. Rank held XWELL as of Q3 2021.

Based on Waller Financial Planning Group's 13F filing for Q3 2021, filed 19 Oct 2021.