Spire Wealth Management’s CarGurus CARG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-137	Closed	-$2K	–	2488
2022 Q4	$2K	Buy	+137	New	+$1.88K	﹤0.01%	2020
2022 Q3	–	Sell	-200	Closed	-$4K	–	2225
2022 Q2	$4K	Sell	200 -200	-50%	-$5.92K	﹤0.01%	2173
2022 Q1	$17K	Hold	400	–	–	﹤0.01%	1865
2021 Q4	$13K	Buy	+400	New	+$14K	﹤0.01%	2266

Other funds holding CARG

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Spire Wealth Management's CARG Position: Q1 2023 in Review

Spire Wealth Management sold out of CarGurus (CARG) in Q1 2023, closing a stake of 137 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in CARG in Q4 2021 and held it in 4 quarters. The position peaked at $17K in Q1 2022. 196 funds tracked by Wall St. Rank hold CARG as of Q1 2023.

Spire Wealth Management reported no remaining CarGurus position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 137 CarGurus shares in Q1 2023, an estimated $2K.
Spire Wealth Management first reported a position in CarGurus in Q4 2021 and held it in 4 quarters.
Spire Wealth Management's CarGurus position peaked at $17K in Q1 2022.
196 funds tracked by Wall St. Rank held CarGurus as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.