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Spire Wealth Management’s Bankunited BKU Stock Holding History

Spire Wealth Management’s Portfolio BKU Stock Details BKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-28
Closed -$1K – 2551
2021
Q4 		$1K Buy
+28
New +$1.17K ﹤0.01% 2851
2021
Q2 		– Sell
-28
Closed -$1K – 2621
2021
Q1 		$1K Buy
+28
New +$1.15K ﹤0.01% 2920

Other funds holding BKU

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Spire Wealth Management's BKU Position: Q1 2022 in Review

Spire Wealth Management sold out of Bankunited (BKU) in Q1 2022, closing a stake of 28 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in BKU in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 218 funds tracked by Wall St. Rank hold BKU as of Q1 2022.

  • Spire Wealth Management reported no remaining Bankunited position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 28 Bankunited shares in Q1 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in Bankunited in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Bankunited position peaked at $1K in Q4 2021.
  • 218 funds tracked by Wall St. Rank held Bankunited as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.