WP
WE

WealthSource Partners’s WeWork Inc. WE Stock Holding History

WealthSource Partners’s Portfolio WE Stock Details WE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-477
Closed -$4.87K – 516
2023
Q2 		$4.87K Sell
477
-3,192
-87% -$44.2K ﹤0.01% 494
2023
Q1 		$114K Buy
3,669
+1,081
+42% +$59K 0.01% 479
2022
Q4 		$148K Buy
2,588
+822
+47% +$77K 0.01% 467
2022
Q3 		$187K Buy
+1,766
New +$318K 0.01% 464

Other funds holding WE

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthSource Partners's WE Position: Q3 2023 in Review

WealthSource Partners sold out of WeWork Inc. (WE) in Q3 2023, closing a stake of 477 shares — an estimated $4.87K sold.

WealthSource Partners first reported a position in WE in Q3 2022 and held it in 4 quarters. The position peaked at $187K in Q3 2022. 58 funds tracked by Wall St. Rank hold WE as of Q3 2023.

  • WealthSource Partners reported no remaining WeWork Inc. position as of Q3 2023 after selling out during the quarter.
  • WealthSource Partners sold 477 WeWork Inc. shares in Q3 2023, an estimated $4.87K.
  • WealthSource Partners first reported a position in WeWork Inc. in Q3 2022 and held it in 4 quarters.
  • WealthSource Partners's WeWork Inc. position peaked at $187K in Q3 2022.
  • 58 funds tracked by Wall St. Rank held WeWork Inc. as of Q3 2023.

Based on WealthSource Partners's 13F filing for Q3 2023, filed 13 Nov 2023.