SWM
CELL

Spire Wealth Management’s PhenomeX Inc. Common Stock CELL Stock Holding History

Spire Wealth Management’s Portfolio CELL Stock Details CELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-236
Closed -$1K – 2424
2022
Q3 		$1K Sell
236
-185
-44% -$787 ﹤0.01% 2155
2022
Q2 		$2K Hold
421
– – ﹤0.01% 2426
2022
Q1 		$3K Sell
421
-2,209
-84% -$18.3K ﹤0.01% 2363
2021
Q4 		$48K Buy
+2,630
New +$56.8K ﹤0.01% 1760

Other funds holding CELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIMC
Nierenberg Investment Management Company Camas, Washington $201M AUM 36.3% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MAM
Monaco Asset Management Monaco $542M AUM 54.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Spire Wealth Management's CELL Position: Q4 2022 in Review

Spire Wealth Management sold out of PhenomeX Inc. Common Stock (CELL) in Q4 2022, closing a stake of 236 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in CELL in Q4 2021 and held it in 4 quarters. The position peaked at $48K in Q4 2021. 117 funds tracked by Wall St. Rank hold CELL as of Q4 2022.

  • Spire Wealth Management reported no remaining PhenomeX Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 236 PhenomeX Inc. Common Stock shares in Q4 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in PhenomeX Inc. Common Stock in Q4 2021 and held it in 4 quarters.
  • Spire Wealth Management's PhenomeX Inc. Common Stock position peaked at $48K in Q4 2021.
  • 117 funds tracked by Wall St. Rank held PhenomeX Inc. Common Stock as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.