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Spire Wealth Management’s Anterix ATEX Stock Holding History

Spire Wealth Management’s Portfolio ATEX Stock Details ATEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-934
Closed -$29.6K – 2367
2023
Q2 		$29.6K Hold
934
– – ﹤0.01% 1419
2023
Q1 		$30.9K Hold
934
– – ﹤0.01% 1424
2022
Q4 		$30K Hold
934
– – ﹤0.01% 1190
2022
Q3 		$33K Hold
934
– – ﹤0.01% 1104
2022
Q2 		$38K Sell
934
-934
-50% -$45.4K ﹤0.01% 1403
2022
Q1 		$108K Hold
1,868
– – ﹤0.01% 1133
2021
Q4 		$110K Buy
+1,868
New +$113K ﹤0.01% 1365

Other funds holding ATEX

OCAM
Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Stonehill Capital Management New York $350M AUM 73.6% 1-Year Est. Return
QF
QVT Financial New York $1.7B AUM 173.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Spire Wealth Management's ATEX Position: Q3 2023 in Review

Spire Wealth Management sold out of Anterix (ATEX) in Q3 2023, closing a stake of 934 shares — an estimated $29.6K sold.

Spire Wealth Management first reported a position in ATEX in Q4 2021 and held it in 7 quarters. The position peaked at $110K in Q4 2021. 98 funds tracked by Wall St. Rank hold ATEX as of Q3 2023.

  • Spire Wealth Management reported no remaining Anterix position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 934 Anterix shares in Q3 2023, an estimated $29.6K.
  • Spire Wealth Management first reported a position in Anterix in Q4 2021 and held it in 7 quarters.
  • Spire Wealth Management's Anterix position peaked at $110K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held Anterix as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.