Wealth Enhancement Advisory Services
SHCR

Wealth Enhancement Advisory Services’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Wealth Enhancement Advisory Services’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
Q4 		– Sell
-10,487
Closed -$9.86K – 2450
2023
Q3 		$9.86K Buy
+10,487
New +$12.5K ﹤0.01% 2219

Other funds holding SHCR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Samjo Management New York $231M AUM 13.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $395M AUM 23.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Mudrick Capital Management New York $174M AUM 32.43% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

Wealth Enhancement Advisory Services's SHCR Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q4 2023, closing a stake of 10,487 shares — an estimated $9.86K sold.

Wealth Enhancement Advisory Services first reported a position in SHCR in Q3 2023 and held it in 1 quarter. The position peaked at $9.86K in Q3 2023. 128 funds tracked by Wall St. Rank hold SHCR as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining Sharecare, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,487 Sharecare, Inc. Class A Common Stock shares in Q4 2023, an estimated $9.86K.
  • Wealth Enhancement Advisory Services first reported a position in Sharecare, Inc. Class A Common Stock in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Sharecare, Inc. Class A Common Stock position peaked at $9.86K in Q3 2023.
  • 128 funds tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.