SWM
AUVI

Spire Wealth Management’s Applied UV, Inc. Common Stock AUVI Stock Holding History

Spire Wealth Management’s Portfolio AUVI Stock Details AUVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-12
Closed -$11K – 3018
2021
Q3 		$11K Buy
12
+4
+50% +$3.84K ﹤0.01% 2080
2021
Q2 		$10K Buy
+8
New +$9.26K ﹤0.01% 2138

Other funds holding AUVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Spire Wealth Management sold out of Applied UV, Inc. Common Stock (AUVI) in Q4 2021, closing a stake of 12 shares — an estimated $11K sold.

Spire Wealth Management first reported a position in AUVI in Q2 2021 and held it in 2 quarters. The position peaked at $11K in Q3 2021. 13 funds tracked by Wall St. Rank hold AUVI as of Q4 2021.

  • Spire Wealth Management reported no remaining Applied UV, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 12 Applied UV, Inc. Common Stock shares in Q4 2021, an estimated $11K.
  • Spire Wealth Management first reported a position in Applied UV, Inc. Common Stock in Q2 2021 and held it in 2 quarters.
  • Spire Wealth Management's Applied UV, Inc. Common Stock position peaked at $11K in Q3 2021.
  • 13 funds tracked by Wall St. Rank held Applied UV, Inc. Common Stock as of Q4 2021.

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