SWM
BARK icon

Spire Wealth Management’s BARK BARK Stock Holding History

Spire Wealth Management’s Portfolio BARK Stock Details BARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-250
Closed -$6.2K – 2217
2024
Q1 		$6.2K Buy
250
+49
+24% +$1.07K ﹤0.01% 1878
2023
Q4 		$3.61K Buy
+201
New +$3.67K ﹤0.01% 2032

Other funds holding BARK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCC
Founders Circle Capital Campbell, California $79.5M AUM 72.9% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Spire Wealth Management's BARK Position: Q2 2024 in Review

Spire Wealth Management sold out of BARK (BARK) in Q2 2024, closing a stake of 250 shares — an estimated $6.2K sold.

Spire Wealth Management first reported a position in BARK in Q4 2023 and held it in 2 quarters. The position peaked at $6.2K in Q1 2024. 98 funds tracked by Wall St. Rank hold BARK as of Q2 2024.

  • Spire Wealth Management reported no remaining BARK position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 250 BARK shares in Q2 2024, an estimated $6.2K.
  • Spire Wealth Management first reported a position in BARK in Q4 2023 and held it in 2 quarters.
  • Spire Wealth Management's BARK position peaked at $6.2K in Q1 2024.
  • 98 funds tracked by Wall St. Rank held BARK as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.