WIM
SHCR

WealthPlan Investment Management’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

WealthPlan Investment Management’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
2024
Q4 		– Sell
-1,177,264
Closed -$1.67M – 288
2024
Q3 		$1.67M Hold
1,177,264
– – 0.17% 107
2024
Q2 		$1.59M Hold
1,177,264
– – 0.24% 83
2024
Q1 		$904K Hold
1,177,264
– – 0.14% 101
2023
Q4 		$1.27M Hold
1,177,264
– – 0.2% 87
2023
Q3 		$1.11M Buy
1,177,264
+2,500
+0.2% +$2.98K 0.2% 84
2023
Q2 		$2.06M Sell
1,174,764
-2,850
-0.2% -$4.47K 0.61% 56
2023
Q1 		$1.67M Sell
1,177,614
-19,300
-2% -$43.7K 0.29% 74
2022
Q4 		$2.93M Sell
1,196,914
-9,985
-0.8% -$18.5K 0.21% 100
2022
Q3 		$2.46M Buy
+1,206,899
New +$2.11M 0.18% 99
2022
Q1 		$3.38M Buy
+1,235,099
New +$4.06M 0.23% 92

Other funds holding SHCR

GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

WealthPlan Investment Management's SHCR Position: Q4 2024 in Review

WealthPlan Investment Management sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q4 2024, closing a stake of 1,177,264 shares — an estimated $1.67M sold.

WealthPlan Investment Management first reported a position in SHCR in Q1 2022 and held it in 10 quarters. The position peaked at $3.38M in Q1 2022. 1 fund tracked by Wall St. Rank holds SHCR as of Q4 2024.

  • WealthPlan Investment Management reported no remaining Sharecare, Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 1,177,264 Sharecare, Inc. Class A Common Stock shares in Q4 2024, an estimated $1.67M.
  • WealthPlan Investment Management first reported a position in Sharecare, Inc. Class A Common Stock in Q1 2022 and held it in 10 quarters.
  • WealthPlan Investment Management's Sharecare, Inc. Class A Common Stock position peaked at $3.38M in Q1 2022.
  • 1 fund tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q4 2024.

Based on WealthPlan Investment Management's 13F filing for Q4 2024, filed 30 Jan 2025.