Spire Wealth Management’s Alset AEI Stock Holding History

Spire Wealth Management’s Portfolio AEI Stock Details AEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-250	Closed	-$3K	–	2507
2021 Q4	$3K	Buy	+250	New	+$7.42K	﹤0.01%	2671

Other funds holding AEI

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Spire Wealth Management's AEI Position: Q1 2022 in Review

Spire Wealth Management sold out of Alset (AEI) in Q1 2022, closing a stake of 250 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in AEI in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 21 funds tracked by Wall St. Rank hold AEI as of Q1 2022.

Spire Wealth Management reported no remaining Alset position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 250 Alset shares in Q1 2022, an estimated $3K.
Spire Wealth Management first reported a position in Alset in Q4 2021 and held it in 1 quarter.
Spire Wealth Management's Alset position peaked at $3K in Q4 2021.
21 funds tracked by Wall St. Rank held Alset as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.