Winch Advisory Services’s XWELL XWEL Stock Holding History

Winch Advisory Services’s Portfolio XWEL Stock Details XWEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-25	Closed	-$43	–	565
2024 Q3	$43	Buy	+25	New	+$46	﹤0.01%	455

Other funds holding XWEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Winch Advisory Services's XWEL Position: Q4 2024 in Review

Winch Advisory Services sold out of XWELL (XWEL) in Q4 2024, closing a stake of 25 shares — an estimated $43 sold.

Winch Advisory Services first reported a position in XWEL in Q3 2024 and held it in 1 quarter. The position peaked at $43 in Q3 2024. 16 funds tracked by Wall St. Rank hold XWEL as of Q4 2024.

Winch Advisory Services reported no remaining XWELL position as of Q4 2024 after selling out during the quarter.
Winch Advisory Services sold 25 XWELL shares in Q4 2024, an estimated $43.
Winch Advisory Services first reported a position in XWELL in Q3 2024 and held it in 1 quarter.
Winch Advisory Services's XWELL position peaked at $43 in Q3 2024.
16 funds tracked by Wall St. Rank held XWELL as of Q4 2024.

Based on Winch Advisory Services's 13F filing for Q4 2024, filed 14 Jan 2025.