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Spire Wealth Management’s Ceco Environmental CECO Stock Holding History

Spire Wealth Management’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-34
Closed -$981 – 2178
2024
Q2 		$981 Hold
34
– – ﹤0.01% 2124
2024
Q1 		$783 Hold
34
– – ﹤0.01% 2240
2023
Q4 		$642 Hold
34
– – ﹤0.01% 2332
2023
Q3 		$543 Buy
+34
New +$465 ﹤0.01% 2342
2023
Q2 		– Sell
-12,202
Closed -$171K – 2410
2023
Q1 		$171K Buy
+12,202
New +$173K 0.01% 778

Other funds holding CECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spire Wealth Management's CECO Position: Q3 2024 in Review

Spire Wealth Management sold out of Ceco Environmental (CECO) in Q3 2024, closing a stake of 34 shares — an estimated $981 sold.

Spire Wealth Management first reported a position in CECO in Q1 2023 and held it in 5 quarters. The position peaked at $171K in Q1 2023. 174 funds tracked by Wall St. Rank hold CECO as of Q3 2024.

  • Spire Wealth Management reported no remaining Ceco Environmental position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 34 Ceco Environmental shares in Q3 2024, an estimated $981.
  • Spire Wealth Management first reported a position in Ceco Environmental in Q1 2023 and held it in 5 quarters.
  • Spire Wealth Management's Ceco Environmental position peaked at $171K in Q1 2023.
  • 174 funds tracked by Wall St. Rank held Ceco Environmental as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.