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GoalVest Advisory’s SPS Commerce SPSC Stock Holding History

GoalVest Advisory’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10
Closed -$1.94K – 469
2023
Q4 		$1.94K Sell
10
-28
-74% -$4.88K ﹤0.01% 333
2023
Q3 		$6.48K Buy
38
+14
+58% +$2.48K ﹤0.01% 323
2023
Q2 		$4.61K Buy
+24
New +$3.87K ﹤0.01% 308

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

GoalVest Advisory's SPSC Position: Q1 2024 in Review

GoalVest Advisory sold out of SPS Commerce (SPSC) in Q1 2024, closing a stake of 10 shares — an estimated $1.94K sold.

GoalVest Advisory first reported a position in SPSC in Q2 2023 and held it in 3 quarters. The position peaked at $6.48K in Q3 2023. 424 funds tracked by Wall St. Rank hold SPSC as of Q1 2024.

  • GoalVest Advisory reported no remaining SPS Commerce position as of Q1 2024 after selling out during the quarter.
  • GoalVest Advisory sold 10 SPS Commerce shares in Q1 2024, an estimated $1.94K.
  • GoalVest Advisory first reported a position in SPS Commerce in Q2 2023 and held it in 3 quarters.
  • GoalVest Advisory's SPS Commerce position peaked at $6.48K in Q3 2023.
  • 424 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.