Spire Wealth Management’s CryoPort CYRX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-500	Closed	-$12K	–	2324
2022 Q3	$12K	Hold	500	–	–	﹤0.01%	1501
2022 Q2	$15K	Hold	500	–	–	﹤0.01%	1767
2022 Q1	$17K	Hold	500	–	–	﹤0.01%	1866
2021 Q4	$30K	Hold	500	–	–	﹤0.01%	1946
2021 Q3	$33K	Sell	500 -300	-38%	-$18.5K	﹤0.01%	1647
2021 Q2	$50K	Sell	800 -540	-40%	-$30.4K	﹤0.01%	1482
2021 Q1	$70K	Buy	+1,340	New	+$81.5K	﹤0.01%	1555

Other funds holding CYRX

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Spire Wealth Management's CYRX Position: Q4 2022 in Review

Spire Wealth Management sold out of CryoPort (CYRX) in Q4 2022, closing a stake of 500 shares — an estimated $12K sold.

Spire Wealth Management first reported a position in CYRX in Q1 2021 and held it in 7 quarters. The position peaked at $70K in Q1 2021. 171 funds tracked by Wall St. Rank hold CYRX as of Q4 2022.

Spire Wealth Management reported no remaining CryoPort position as of Q4 2022 after selling out during the quarter.
Spire Wealth Management sold 500 CryoPort shares in Q4 2022, an estimated $12K.
Spire Wealth Management first reported a position in CryoPort in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's CryoPort position peaked at $70K in Q1 2021.
171 funds tracked by Wall St. Rank held CryoPort as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.