SWM
AUUD

Spire Wealth Management’s Auddia AUUD Stock Holding History

Spire Wealth Management’s Portfolio AUUD Stock Details AUUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3
Closed -$2.44K – 2308
2023
Q4 		$2.44K Hold
3
– – ﹤0.01% 2111
2023
Q3 		$3.64K Buy
+3
New +$3.69K ﹤0.01% 2009

Other funds holding AUUD

HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spire Wealth Management's AUUD Position: Q1 2024 in Review

Spire Wealth Management sold out of Auddia (AUUD) in Q1 2024, closing a stake of 3 shares — an estimated $2.44K sold.

Spire Wealth Management first reported a position in AUUD in Q3 2023 and held it in 2 quarters. The position peaked at $3.64K in Q3 2023. 4 funds tracked by Wall St. Rank hold AUUD as of Q1 2024.

  • Spire Wealth Management reported no remaining Auddia position as of Q1 2024 after selling out during the quarter.
  • Spire Wealth Management sold 3 Auddia shares in Q1 2024, an estimated $2.44K.
  • Spire Wealth Management first reported a position in Auddia in Q3 2023 and held it in 2 quarters.
  • Spire Wealth Management's Auddia position peaked at $3.64K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Auddia as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.