WP
SHCR

WealthPLAN Partners’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

WealthPLAN Partners’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
Q1 		– Sell
-1,190,914
Closed -$3.01M – 1335
2022
Q4 		$3.01M Buy
+1,190,914
New +$2.2M 0.21% 99
2022
Q1 		$3.38M Buy
1,235,099
+1,224,449
+11,497% +$4.02M 0.23% 92
2021
Q4 		$36K Buy
+10,650
New +$68.5K ﹤0.01% 378

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
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
SC
Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return

WealthPLAN Partners's SHCR Position: Q1 2023 in Review

WealthPLAN Partners sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q1 2023, closing a stake of 1,190,914 shares — an estimated $3.01M sold.

WealthPLAN Partners first reported a position in SHCR in Q4 2021 and held it in 3 quarters. The position peaked at $3.38M in Q1 2022. 114 funds tracked by Wall St. Rank hold SHCR as of Q1 2023.

  • WealthPLAN Partners reported no remaining Sharecare, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,190,914 Sharecare, Inc. Class A Common Stock shares in Q1 2023, an estimated $3.01M.
  • WealthPLAN Partners first reported a position in Sharecare, Inc. Class A Common Stock in Q4 2021 and held it in 3 quarters.
  • WealthPLAN Partners's Sharecare, Inc. Class A Common Stock position peaked at $3.38M in Q1 2022.
  • 114 funds tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q1 2023.

Based on WealthPLAN Partners's 13F filing for Q1 2023, filed 10 May 2023.