SWM
CTEK

Spire Wealth Management’s CynergisTek, Inc. CTEK Stock Holding History

Spire Wealth Management’s Portfolio CTEK Stock Details CTEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-7,000
Closed -$14K – 2681
2021
Q2 		$14K Buy
+7,000
New +$13.2K ﹤0.01% 2018

Other funds holding CTEK

HCM
Horton Capital Management Philadelphia, Pennsylvania $44.9M AUM 24.87% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
NSEDCP
NJ State Employees Deferred Compensation Plan Trenton, New Jersey $906M AUM 24.85% 1-Year Est. Return

Spire Wealth Management's CTEK Position: Q3 2021 in Review

Spire Wealth Management sold out of CynergisTek, Inc. (CTEK) in Q3 2021, closing a stake of 7,000 shares — an estimated $14K sold.

Spire Wealth Management first reported a position in CTEK in Q2 2021 and held it in 1 quarter. The position peaked at $14K in Q2 2021. 20 funds tracked by Wall St. Rank hold CTEK as of Q3 2021.

  • Spire Wealth Management reported no remaining CynergisTek, Inc. position as of Q3 2021 after selling out during the quarter.
  • Spire Wealth Management sold 7,000 CynergisTek, Inc. shares in Q3 2021, an estimated $14K.
  • Spire Wealth Management first reported a position in CynergisTek, Inc. in Q2 2021 and held it in 1 quarter.
  • Spire Wealth Management's CynergisTek, Inc. position peaked at $14K in Q2 2021.
  • 20 funds tracked by Wall St. Rank held CynergisTek, Inc. as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.