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Spire Wealth Management’s Carriage Services CSV Stock Holding History

Spire Wealth Management’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-25
Closed -$717 – 2384
2023
Q3 		$717 Hold
25
– – ﹤0.01% 2310
2023
Q2 		$821 Hold
25
– – ﹤0.01% 2331
2023
Q1 		$769 Hold
25
– – ﹤0.01% 2418
2022
Q4 		$1K Hold
25
– – ﹤0.01% 2155
2022
Q3 		$1K Hold
25
– – ﹤0.01% 2053
2022
Q2 		$1K Buy
+25
New +$1.08K ﹤0.01% 2482

Other funds holding CSV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spire Wealth Management's CSV Position: Q4 2023 in Review

Spire Wealth Management sold out of Carriage Services (CSV) in Q4 2023, closing a stake of 25 shares — an estimated $717 sold.

Spire Wealth Management first reported a position in CSV in Q2 2022 and held it in 6 quarters. The position peaked at $1K in Q4 2022. 114 funds tracked by Wall St. Rank hold CSV as of Q4 2023.

  • Spire Wealth Management reported no remaining Carriage Services position as of Q4 2023 after selling out during the quarter.
  • Spire Wealth Management sold 25 Carriage Services shares in Q4 2023, an estimated $717.
  • Spire Wealth Management first reported a position in Carriage Services in Q2 2022 and held it in 6 quarters.
  • Spire Wealth Management's Carriage Services position peaked at $1K in Q4 2022.
  • 114 funds tracked by Wall St. Rank held Carriage Services as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.