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Spire Wealth Management’s Catalyst Bancorp CLST Stock Holding History

Spire Wealth Management’s Portfolio CLST Stock Details CLST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,000
Closed -$119K – 2233
2024
Q1 		$119K Sell
10,000
-362
-3% -$4.29K ﹤0.01% 937
2023
Q4 		$124K Hold
10,362
– – ﹤0.01% 936
2023
Q3 		$125K Hold
10,362
– – ﹤0.01% 867
2023
Q2 		$114K Hold
10,362
– – ﹤0.01% 931
2023
Q1 		$119K Buy
+10,362
New +$131K ﹤0.01% 908

Other funds holding CLST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
DC
Dryden Capital Miami, Florida $58.9M AUM 8.83% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Spire Wealth Management's CLST Position: Q2 2024 in Review

Spire Wealth Management sold out of Catalyst Bancorp (CLST) in Q2 2024, closing a stake of 10,000 shares — an estimated $119K sold.

Spire Wealth Management first reported a position in CLST in Q1 2023 and held it in 5 quarters. The position peaked at $125K in Q3 2023. 18 funds tracked by Wall St. Rank hold CLST as of Q2 2024.

  • Spire Wealth Management reported no remaining Catalyst Bancorp position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 10,000 Catalyst Bancorp shares in Q2 2024, an estimated $119K.
  • Spire Wealth Management first reported a position in Catalyst Bancorp in Q1 2023 and held it in 5 quarters.
  • Spire Wealth Management's Catalyst Bancorp position peaked at $125K in Q3 2023.
  • 18 funds tracked by Wall St. Rank held Catalyst Bancorp as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.