SWM
CSR

Spire Wealth Management’s Centerspace CSR Stock Holding History

Spire Wealth Management’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,069
Closed -$341K – 2323
2022
Q3 		$341K Hold
5,069
– – 0.02% 407
2022
Q2 		$413K Buy
+5,069
New +$444K 0.02% 527
2022
Q1 		– Sell
-5,069
Closed -$562K – 2587
2021
Q4 		$562K Buy
+5,069
New +$524K 0.01% 656

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State Street
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Renaissance Technologies
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Geode Capital Management
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HRES
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return