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Buckingham Strategic Wealth’s Spire Global SPIR Stock Holding History

Buckingham Strategic Wealth’s Portfolio SPIR Stock Details SPIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,246
Closed -$29.9K – 710
2023
Q2 		$29.9K Hold
7,246
– – ﹤0.01% 689
2023
Q1 		$55.6K Hold
7,246
– – ﹤0.01% 596
2022
Q4 		$55.6K Hold
7,246
– – ﹤0.01% 598
2022
Q3 		$63K Hold
7,246
– – ﹤0.01% 579
2022
Q2 		$67K Hold
7,246
– – ﹤0.01% 581
2022
Q1 		$122K Buy
+7,246
New +$142K ﹤0.01% 578

Other funds holding SPIR

DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LG
Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return
FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Buckingham Strategic Wealth's SPIR Position: Q3 2023 in Review

Buckingham Strategic Wealth sold out of Spire Global (SPIR) in Q3 2023, closing a stake of 7,246 shares — an estimated $29.9K sold.

Buckingham Strategic Wealth first reported a position in SPIR in Q1 2022 and held it in 6 quarters. The position peaked at $122K in Q1 2022. 51 funds tracked by Wall St. Rank hold SPIR as of Q3 2023.

  • Buckingham Strategic Wealth reported no remaining Spire Global position as of Q3 2023 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 7,246 Spire Global shares in Q3 2023, an estimated $29.9K.
  • Buckingham Strategic Wealth first reported a position in Spire Global in Q1 2022 and held it in 6 quarters.
  • Buckingham Strategic Wealth's Spire Global position peaked at $122K in Q1 2022.
  • 51 funds tracked by Wall St. Rank held Spire Global as of Q3 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.