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Spire Wealth Management’s Aqua Metals AQMS Stock Holding History

Spire Wealth Management’s Portfolio AQMS Stock Details AQMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-29
Closed -$12K – 2924
2021
Q3 		$12K Hold
29
– – ﹤0.01% 2026
2021
Q2 		$17K Sell
29
-5
-15% -$3.05K ﹤0.01% 1931
2021
Q1 		$27K Buy
+34
New +$32.9K ﹤0.01% 2017

Other funds holding AQMS

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Spire Wealth Management sold out of Aqua Metals (AQMS) in Q4 2021, closing a stake of 29 shares — an estimated $12K sold.

Spire Wealth Management first reported a position in AQMS in Q1 2021 and held it in 3 quarters. The position peaked at $27K in Q1 2021. 66 funds tracked by Wall St. Rank hold AQMS as of Q4 2021.

  • Spire Wealth Management reported no remaining Aqua Metals position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 29 Aqua Metals shares in Q4 2021, an estimated $12K.
  • Spire Wealth Management first reported a position in Aqua Metals in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Aqua Metals position peaked at $27K in Q1 2021.
  • 66 funds tracked by Wall St. Rank held Aqua Metals as of Q4 2021.

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