SWM
CKPT

Spire Wealth Management’s Checkpoint Therapeutics CKPT Stock Holding History

Spire Wealth Management’s Portfolio CKPT Stock Details CKPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-500
Closed -$5K – 2236
2022
Q2 		$5K Hold
500
– – ﹤0.01% 2113
2022
Q1 		$9K Buy
+500
New +$10.7K ﹤0.01% 2057

Other funds holding CKPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSMC
Jess S. Morgan & Co Los Angeles, California $115M AUM 16.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Spire Wealth Management's CKPT Position: Q3 2022 in Review

Spire Wealth Management sold out of Checkpoint Therapeutics (CKPT) in Q3 2022, closing a stake of 500 shares — an estimated $5K sold.

Spire Wealth Management first reported a position in CKPT in Q1 2022 and held it in 2 quarters. The position peaked at $9K in Q1 2022. 57 funds tracked by Wall St. Rank hold CKPT as of Q3 2022.

  • Spire Wealth Management reported no remaining Checkpoint Therapeutics position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 500 Checkpoint Therapeutics shares in Q3 2022, an estimated $5K.
  • Spire Wealth Management first reported a position in Checkpoint Therapeutics in Q1 2022 and held it in 2 quarters.
  • Spire Wealth Management's Checkpoint Therapeutics position peaked at $9K in Q1 2022.
  • 57 funds tracked by Wall St. Rank held Checkpoint Therapeutics as of Q3 2022.

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