SWM
AD

Spire Wealth Management’s Array Digital Infrastructure AD Stock Holding History

Spire Wealth Management’s Portfolio AD Stock Details AD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,680
Closed -$141K – 2837
2022
Q1 		$141K Hold
4,680
– – ﹤0.01% 1049
2021
Q4 		$148K Buy
4,680
+10
+0.2% +$315 ﹤0.01% 1237
2021
Q3 		$149K Hold
4,670
– – ﹤0.01% 1037
2021
Q2 		$170K Hold
4,670
– – ﹤0.01% 991
2021
Q1 		$170K Buy
+4,670
New +$154K ﹤0.01% 1137

Other funds holding AD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Spire Wealth Management's AD Position: Q2 2022 in Review

Spire Wealth Management sold out of Array Digital Infrastructure (AD) in Q2 2022, closing a stake of 4,680 shares — an estimated $141K sold.

Spire Wealth Management first reported a position in AD in Q1 2021 and held it in 5 quarters. The position peaked at $170K in Q2 2021. 137 funds tracked by Wall St. Rank hold AD as of Q2 2022.

  • Spire Wealth Management reported no remaining Array Digital Infrastructure position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 4,680 Array Digital Infrastructure shares in Q2 2022, an estimated $141K.
  • Spire Wealth Management first reported a position in Array Digital Infrastructure in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's Array Digital Infrastructure position peaked at $170K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held Array Digital Infrastructure as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.