Spire Wealth Management’s BlackLine BL Stock Holding History

Spire Wealth Management’s Portfolio BL Stock Details BL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-41	Closed	-$1.99K	–	2173
2024 Q2	$1.99K	Hold	41	–	–	﹤0.01%	2007
2024 Q1	$2.65K	Hold	41	–	–	﹤0.01%	2044
2023 Q4	$2.45K	Hold	41	–	–	﹤0.01%	2110
2023 Q3	$2.27K	Sell	41 -664	-94%	-$36.4K	﹤0.01%	2109
2023 Q2	$37.9K	Hold	705	–	–	﹤0.01%	1316
2023 Q1	$47.3K	Hold	705	–	–	﹤0.01%	1227
2022 Q4	$47K	Sell	705 -50	-7%	-$3.1K	﹤0.01%	1007
2022 Q3	$45K	Sell	755 -66	-8%	-$4.43K	﹤0.01%	984
2022 Q2	$55K	Hold	821	–	–	﹤0.01%	1252
2022 Q1	$60K	Sell	821 -8	-1%	-$647	﹤0.01%	1374
2021 Q4	$86K	Sell	829 -372	-31%	-$43.1K	﹤0.01%	1468
2021 Q3	$142K	Hold	1,201	–	–	﹤0.01%	1059
2021 Q2	$134K	Sell	1,201 -9	-0.7%	-$983	﹤0.01%	1083
2021 Q1	$131K	Buy	+1,210	New	+$151K	﹤0.01%	1265

Other funds holding BL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return