SWM
ASM

Spire Wealth Management’s Avino Silver & Gold Mines ASM Stock Holding History

Spire Wealth Management’s Portfolio ASM Stock Details ASM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-145,394
Closed -$131K – 2164
2024
Q2 		$131K Buy
+145,394
New +$126K ﹤0.01% 830

Other funds holding ASM

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM

Spire Wealth Management's ASM Position: Q3 2024 in Review

Spire Wealth Management sold out of Avino Silver & Gold Mines (ASM) in Q3 2024, closing a stake of 145,394 shares — an estimated $131K sold.

Spire Wealth Management first reported a position in ASM in Q2 2024 and held it in 1 quarter. The position peaked at $131K in Q2 2024. 31 funds tracked by Wall St. Rank hold ASM as of Q3 2024.

  • Spire Wealth Management reported no remaining Avino Silver & Gold Mines position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 145,394 Avino Silver & Gold Mines shares in Q3 2024, an estimated $131K.
  • Spire Wealth Management first reported a position in Avino Silver & Gold Mines in Q2 2024 and held it in 1 quarter.
  • Spire Wealth Management's Avino Silver & Gold Mines position peaked at $131K in Q2 2024.
  • 31 funds tracked by Wall St. Rank held Avino Silver & Gold Mines as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.