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Spire Wealth Management’s Consolidated Water Co CWCO Stock Holding History

Spire Wealth Management’s Portfolio CWCO Stock Details CWCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-39
Closed -$1K – 2496
2022
Q4 		$1K Hold
39
– – ﹤0.01% 2157
2022
Q3 		$1K Buy
+39
New +$614 ﹤0.01% 2054
2021
Q2 		– Sell
-78
Closed -$1K – 2656
2021
Q1 		$1K Buy
+78
New +$1.04K ﹤0.01% 2922

Other funds holding CWCO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Spire Wealth Management's CWCO Position: Q1 2023 in Review

Spire Wealth Management sold out of Consolidated Water Co (CWCO) in Q1 2023, closing a stake of 39 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in CWCO in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2022. 86 funds tracked by Wall St. Rank hold CWCO as of Q1 2023.

  • Spire Wealth Management reported no remaining Consolidated Water Co position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 39 Consolidated Water Co shares in Q1 2023, an estimated $1K.
  • Spire Wealth Management first reported a position in Consolidated Water Co in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Consolidated Water Co position peaked at $1K in Q4 2022.
  • 86 funds tracked by Wall St. Rank held Consolidated Water Co as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.