SWM
BAND

Spire Wealth Management’s Bandwidth Inc BAND Stock Holding History

Spire Wealth Management’s Portfolio BAND Stock Details BAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-90
Closed -$1.01K – 2369
2023
Q3 		$1.01K Hold
90
– – ﹤0.01% 2246
2023
Q2 		$1.23K Hold
90
– – ﹤0.01% 2277
2023
Q1 		$1.37K Hold
90
– – ﹤0.01% 2342
2022
Q4 		$2K Hold
90
– – ﹤0.01% 2014
2022
Q3 		$1K Buy
90
+62
+221% +$1.02K ﹤0.01% 2043
2022
Q2 		$1K Buy
+28
New +$647 ﹤0.01% 2463
2022
Q1 		– Sell
-28
Closed -$2K – 2532
2021
Q4 		$2K Sell
28
-200
-88% -$15.6K ﹤0.01% 2757
2021
Q3 		$21K Hold
228
– – ﹤0.01% 1833
2021
Q2 		$31K Hold
228
– – ﹤0.01% 1678
2021
Q1 		$29K Buy
+228
New +$35.3K ﹤0.01% 1971

Other funds holding BAND

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Spire Wealth Management's BAND Position: Q4 2023 in Review

Spire Wealth Management sold out of Bandwidth Inc (BAND) in Q4 2023, closing a stake of 90 shares — an estimated $1.01K sold.

Spire Wealth Management first reported a position in BAND in Q1 2021 and held it in 10 quarters. The position peaked at $31K in Q2 2021. 144 funds tracked by Wall St. Rank hold BAND as of Q4 2023.

  • Spire Wealth Management reported no remaining Bandwidth Inc position as of Q4 2023 after selling out during the quarter.
  • Spire Wealth Management sold 90 Bandwidth Inc shares in Q4 2023, an estimated $1.01K.
  • Spire Wealth Management first reported a position in Bandwidth Inc in Q1 2021 and held it in 10 quarters.
  • Spire Wealth Management's Bandwidth Inc position peaked at $31K in Q2 2021.
  • 144 funds tracked by Wall St. Rank held Bandwidth Inc as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.