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Kestra Private Wealth Services’s Spire Global SPIR Stock Holding History

Kestra Private Wealth Services’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
-2,938
Closed -$12.1K – 1210
2023
Q2 		$12.1K Buy
2,938
+750
+34% +$3.99K ﹤0.01% 1073
2023
Q1 		$11.7K Buy
+2,188
New +$17.5K ﹤0.01% 1041
2022
Q4 		– Sell
-1,538
Closed -$13K – 978
2022
Q3 		$13K Buy
1,538
+250
+19% +$2.71K ﹤0.01% 891
2022
Q2 		$12K Buy
+1,288
New +$16.5K ﹤0.01% 907

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

Kestra Private Wealth Services's SPIR Position: Q3 2023 in Review

Kestra Private Wealth Services sold out of Spire Global (SPIR) in Q3 2023, closing a stake of 2,938 shares — an estimated $12.1K sold.

Kestra Private Wealth Services first reported a position in SPIR in Q2 2022 and held it in 4 quarters. The position peaked at $13K in Q3 2022. 51 funds tracked by Wall St. Rank hold SPIR as of Q3 2023.

  • Kestra Private Wealth Services reported no remaining Spire Global position as of Q3 2023 after selling out during the quarter.
  • Kestra Private Wealth Services sold 2,938 Spire Global shares in Q3 2023, an estimated $12.1K.
  • Kestra Private Wealth Services first reported a position in Spire Global in Q2 2022 and held it in 4 quarters.
  • Kestra Private Wealth Services's Spire Global position peaked at $13K in Q3 2022.
  • 51 funds tracked by Wall St. Rank held Spire Global as of Q3 2023.

Based on Kestra Private Wealth Services's 13F filing for Q3 2023, filed 8 Nov 2023.