SWM
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Spire Wealth Management’s A2Z Smart Technologies AZ Stock Holding History

Spire Wealth Management’s Portfolio AZ Stock Details AZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,000
Closed -$7K – 2199
2022
Q2 		$7K Buy
+1,000
New +$10.6K ﹤0.01% 2016

Other funds holding AZ

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spire Wealth Management's AZ Position: Q3 2022 in Review

Spire Wealth Management sold out of A2Z Smart Technologies (AZ) in Q3 2022, closing a stake of 1,000 shares — an estimated $7K sold.

Spire Wealth Management first reported a position in AZ in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 6 funds tracked by Wall St. Rank hold AZ as of Q3 2022.

  • Spire Wealth Management reported no remaining A2Z Smart Technologies position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,000 A2Z Smart Technologies shares in Q3 2022, an estimated $7K.
  • Spire Wealth Management first reported a position in A2Z Smart Technologies in Q2 2022 and held it in 1 quarter.
  • Spire Wealth Management's A2Z Smart Technologies position peaked at $7K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held A2Z Smart Technologies as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.