Y-Intercept (HK)’s XWELL XWEL Stock Holding History

Y-Intercept (HK)’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
2023 Q2	–	Sell	-1,142	Closed	-$8.24K	–	1784
2023 Q1	$8.24K	Buy	+1,142	New	+$9.5K	﹤0.01%	1132

Other funds holding XWEL

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

BlackRock New York $5.72T AUM 30.48% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Y-Intercept (HK)'s XWEL Position: Q2 2023 in Review

Y-Intercept (HK) sold out of XWELL (XWEL) in Q2 2023, closing a stake of 1,142 shares — an estimated $8.24K sold.

Y-Intercept (HK) first reported a position in XWEL in Q1 2023 and held it in 1 quarter. The position peaked at $8.24K in Q1 2023. 26 funds tracked by Wall St. Rank hold XWEL as of Q2 2023.

Y-Intercept (HK) reported no remaining XWELL position as of Q2 2023 after selling out during the quarter.
Y-Intercept (HK) sold 1,142 XWELL shares in Q2 2023, an estimated $8.24K.
Y-Intercept (HK) first reported a position in XWELL in Q1 2023 and held it in 1 quarter.
Y-Intercept (HK)'s XWELL position peaked at $8.24K in Q1 2023.
26 funds tracked by Wall St. Rank held XWELL as of Q2 2023.

Based on Y-Intercept (HK)'s 13F filing for Q2 2023, filed 14 Aug 2023.