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Spire Wealth Management’s Annovis Bio ANVS Stock Holding History

Spire Wealth Management’s Portfolio ANVS Stock Details ANVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-310
Closed -$10K – 2923
2021
Q3 		$10K Sell
310
-445
-59% -$25.6K ﹤0.01% 2084
2021
Q2 		$65K Sell
755
-245
-25% -$11.3K ﹤0.01% 1372
2021
Q1 		$28K Buy
+1,000
New +$21.4K ﹤0.01% 1992

Other funds holding ANVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Spire Wealth Management's ANVS Position: Q4 2021 in Review

Spire Wealth Management sold out of Annovis Bio (ANVS) in Q4 2021, closing a stake of 310 shares — an estimated $10K sold.

Spire Wealth Management first reported a position in ANVS in Q1 2021 and held it in 3 quarters. The position peaked at $65K in Q2 2021. 32 funds tracked by Wall St. Rank hold ANVS as of Q4 2021.

  • Spire Wealth Management reported no remaining Annovis Bio position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 310 Annovis Bio shares in Q4 2021, an estimated $10K.
  • Spire Wealth Management first reported a position in Annovis Bio in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Annovis Bio position peaked at $65K in Q2 2021.
  • 32 funds tracked by Wall St. Rank held Annovis Bio as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.