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Spire Wealth Management’s Brunswick BC Stock Holding History

Spire Wealth Management’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-125
Closed -$6.91K – 2367
2025
Q2 		$6.91K Hold
125
– – ﹤0.01% 1848
2025
Q1 		$6.73K Hold
125
– – ﹤0.01% 1977
2024
Q4 		$8.09K Hold
125
– – ﹤0.01% 1898
2024
Q3 		$10.5K Hold
125
– – ﹤0.01% 1614
2024
Q2 		$9.1K Hold
125
– – ﹤0.01% 1662
2024
Q1 		$12.1K Sell
125
-13
-9% -$1.14K ﹤0.01% 1663
2023
Q4 		$12K Hold
138
– – ﹤0.01% 1699
2023
Q3 		$10.9K Buy
138
+13
+10% +$1.07K ﹤0.01% 1705
2023
Q2 		$10.8K Hold
125
– – ﹤0.01% 1785
2023
Q1 		$10.3K Sell
125
-67
-35% -$5.54K ﹤0.01% 1833
2022
Q4 		$14K Sell
192
-427
-69% -$30.4K ﹤0.01% 1490
2022
Q3 		$41K Buy
619
+50
+9% +$3.75K ﹤0.01% 1018
2022
Q2 		$37K Sell
569
-243
-30% -$17.9K ﹤0.01% 1417
2022
Q1 		$66K Sell
812
-1,013
-56% -$93.4K ﹤0.01% 1336
2021
Q4 		$184K Buy
1,825
+665
+57% +$65.1K ﹤0.01% 1129
2021
Q3 		$111K Buy
1,160
+650
+127% +$64.7K ﹤0.01% 1157
2021
Q2 		$51K Sell
510
-1,283
-72% -$131K ﹤0.01% 1465
2021
Q1 		$173K Buy
+1,793
New +$164K ﹤0.01% 1128

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Spire Wealth Management's BC Position: Q3 2025 in Review

Spire Wealth Management sold out of Brunswick (BC) in Q3 2025, closing a stake of 125 shares — an estimated $6.91K sold.

Spire Wealth Management first reported a position in BC in Q1 2021 and held it in 18 quarters. The position peaked at $184K in Q4 2021. 402 funds tracked by Wall St. Rank hold BC as of Q3 2025.

  • Spire Wealth Management reported no remaining Brunswick position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 125 Brunswick shares in Q3 2025, an estimated $6.91K.
  • Spire Wealth Management first reported a position in Brunswick in Q1 2021 and held it in 18 quarters.
  • Spire Wealth Management's Brunswick position peaked at $184K in Q4 2021.
  • 402 funds tracked by Wall St. Rank held Brunswick as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.