SWM
CIO

Spire Wealth Management’s City Office REIT CIO Stock Holding History

Spire Wealth Management’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-200
Closed -$3K – 2235
2022
Q2 		$3K Hold
200
– – ﹤0.01% 2248
2022
Q1 		$4K Hold
200
– – ﹤0.01% 2270
2021
Q4 		$4K Hold
200
– – ﹤0.01% 2611
2021
Q3 		$4K Hold
200
– – ﹤0.01% 2325
2021
Q2 		$2K Hold
200
– – ﹤0.01% 2469
2021
Q1 		$2K Buy
+200
New +$2.04K ﹤0.01% 2832

Other funds holding CIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 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 CIO Position: Q3 2022 in Review

Spire Wealth Management sold out of City Office REIT (CIO) in Q3 2022, closing a stake of 200 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in CIO in Q1 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 147 funds tracked by Wall St. Rank hold CIO as of Q3 2022.

  • Spire Wealth Management reported no remaining City Office REIT position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 200 City Office REIT shares in Q3 2022, an estimated $3K.
  • Spire Wealth Management first reported a position in City Office REIT in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's City Office REIT position peaked at $4K in Q1 2022.
  • 147 funds tracked by Wall St. Rank held City Office REIT as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.