WFA
SHCR

Wellspring Financial Advisors’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Wellspring Financial Advisors’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
Q2 		– Sell
-63,423
Closed -$48.7K – 160
2024
Q1 		$48.7K Buy
+63,423
New +$63.5K 0.01% 140

Other funds holding SHCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SM
Samjo Management New York $293M AUM 57.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellspring Financial Advisors's SHCR Position: Q2 2024 in Review

Wellspring Financial Advisors sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q2 2024, closing a stake of 63,423 shares — an estimated $48.7K sold.

Wellspring Financial Advisors first reported a position in SHCR in Q1 2024 and held it in 1 quarter. The position peaked at $48.7K in Q1 2024. 128 funds tracked by Wall St. Rank hold SHCR as of Q2 2024.

  • Wellspring Financial Advisors reported no remaining Sharecare, Inc. Class A Common Stock position as of Q2 2024 after selling out during the quarter.
  • Wellspring Financial Advisors sold 63,423 Sharecare, Inc. Class A Common Stock shares in Q2 2024, an estimated $48.7K.
  • Wellspring Financial Advisors first reported a position in Sharecare, Inc. Class A Common Stock in Q1 2024 and held it in 1 quarter.
  • Wellspring Financial Advisors's Sharecare, Inc. Class A Common Stock position peaked at $48.7K in Q1 2024.
  • 128 funds tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q2 2024.

Based on Wellspring Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.