Spire Wealth Management’s Commerce.com Inc Series 1 CMRC Stock Holding History

Spire Wealth Management’s Portfolio CMRC Stock Details CMRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-300	Closed	-$1.84K	–	2478
2024 Q4	$1.84K	Hold	300	–	–	﹤0.01%	2270
2024 Q3	$1.75K	Hold	300	–	–	﹤0.01%	2023
2024 Q2	$2.42K	Hold	300	–	–	﹤0.01%	1976
2024 Q1	$2.07K	Hold	300	–	–	﹤0.01%	2089
2023 Q4	$2.48K	Hold	300	–	–	﹤0.01%	2105
2023 Q3	$2.97K	Hold	300	–	–	﹤0.01%	2050
2023 Q2	$2.98K	Hold	300	–	–	﹤0.01%	2120
2023 Q1	$2.68K	Buy	+300	New	+$3.04K	﹤0.01%	2195
2022 Q4	–	Sell	-300	Closed	-$4K	–	2310
2022 Q3	$4K	Hold	300	–	–	﹤0.01%	1775
2022 Q2	$5K	Hold	300	–	–	﹤0.01%	2111
2022 Q1	$7K	Hold	300	–	–	﹤0.01%	2139
2021 Q4	$11K	Hold	300	–	–	﹤0.01%	2337
2021 Q3	$15K	Buy	+300	New	+$18.3K	﹤0.01%	1953
2021 Q2	–	Sell	-100	Closed	-$6K	–	2614
2021 Q1	$6K	Buy	+100	New	+$6.64K	﹤0.01%	2556

Other funds holding CMRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LLL

Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return

PCR

Potrero Capital Research San Francisco, California $180M AUM 110.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Spire Wealth Management's CMRC Position: Q1 2025 in Review

Spire Wealth Management sold out of Commerce.com Inc Series 1 (CMRC) in Q1 2025, closing a stake of 300 shares — an estimated $1.84K sold.

Spire Wealth Management first reported a position in CMRC in Q1 2021 and held it in 14 quarters. The position peaked at $15K in Q3 2021. 175 funds tracked by Wall St. Rank hold CMRC as of Q1 2025.

Spire Wealth Management reported no remaining Commerce.com Inc Series 1 position as of Q1 2025 after selling out during the quarter.
Spire Wealth Management sold 300 Commerce.com Inc Series 1 shares in Q1 2025, an estimated $1.84K.
Spire Wealth Management first reported a position in Commerce.com Inc Series 1 in Q1 2021 and held it in 14 quarters.
Spire Wealth Management's Commerce.com Inc Series 1 position peaked at $15K in Q3 2021.
175 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.