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Spire Wealth Management’s Comp X International CIX Stock Holding History

Spire Wealth Management’s Portfolio CIX Stock Details CIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-529
Closed -$11.5K – 2374
2023
Q2 		$11.5K Sell
529
-1,910
-78% -$37K ﹤0.01% 1767
2023
Q1 		$44.1K Buy
2,439
+1,539
+171% +$28.3K ﹤0.01% 1252
2022
Q4 		$17K Buy
+900
New +$16.7K ﹤0.01% 1428

Other funds holding CIX

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's CIX Position: Q3 2023 in Review

Spire Wealth Management sold out of Comp X International (CIX) in Q3 2023, closing a stake of 529 shares — an estimated $11.5K sold.

Spire Wealth Management first reported a position in CIX in Q4 2022 and held it in 3 quarters. The position peaked at $44.1K in Q1 2023. 34 funds tracked by Wall St. Rank hold CIX as of Q3 2023.

  • Spire Wealth Management reported no remaining Comp X International position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 529 Comp X International shares in Q3 2023, an estimated $11.5K.
  • Spire Wealth Management first reported a position in Comp X International in Q4 2022 and held it in 3 quarters.
  • Spire Wealth Management's Comp X International position peaked at $44.1K in Q1 2023.
  • 34 funds tracked by Wall St. Rank held Comp X International as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.