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Spire Wealth Management’s Caledonia Mining Corp CMCL Stock Holding History

Spire Wealth Management’s Portfolio CMCL Stock Details CMCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-286
Closed -$3.32K – 2375
2023
Q2 		$3.32K Buy
+286
New +$4K ﹤0.01% 2094

Other funds holding CMCL

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VanEck Associates
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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
GRA
Goehring & Rozencwajg Associates New York $1.86B AUM 130.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Spire Wealth Management sold out of Caledonia Mining Corp (CMCL) in Q3 2023, closing a stake of 286 shares — an estimated $3.32K sold.

Spire Wealth Management first reported a position in CMCL in Q2 2023 and held it in 1 quarter. The position peaked at $3.32K in Q2 2023. 51 funds tracked by Wall St. Rank hold CMCL as of Q3 2023.

  • Spire Wealth Management reported no remaining Caledonia Mining Corp position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 286 Caledonia Mining Corp shares in Q3 2023, an estimated $3.32K.
  • Spire Wealth Management first reported a position in Caledonia Mining Corp in Q2 2023 and held it in 1 quarter.
  • Spire Wealth Management's Caledonia Mining Corp position peaked at $3.32K in Q2 2023.
  • 51 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q3 2023.

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