SWM
DCFC

Spire Wealth Management’s Tritium DCFC Limited Ordinary Shares DCFC Stock Holding History

Spire Wealth Management’s Portfolio DCFC Stock Details DCFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3
Closed -$545 – 2487
2023
Q2 		$545 Hold
3
– – ﹤0.01% 2378
2023
Q1 		$640 Hold
3
– – ﹤0.01% 2447
2022
Q4 		$1K Hold
3
– – ﹤0.01% 2279
2022
Q3 		$2K Hold
3
– – ﹤0.01% 2018
2022
Q2 		$3K Buy
+3
New +$4.94K ﹤0.01% 2311

Other funds holding DCFC

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
CI
Cigna Investments Bloomfield, Connecticut $773M AUM 44.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AC
Ayrton Capital Westport, Connecticut $14.7M AUM 12.82% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BC
Bowman & Company Oshkosh, Wisconsin $237M AUM 16.16% 1-Year Est. Return

Spire Wealth Management's DCFC Position: Q3 2023 in Review

Spire Wealth Management sold out of Tritium DCFC Limited Ordinary Shares (DCFC) in Q3 2023, closing a stake of 3 shares — an estimated $545 sold.

Spire Wealth Management first reported a position in DCFC in Q2 2022 and held it in 5 quarters. The position peaked at $3K in Q2 2022. 41 funds tracked by Wall St. Rank hold DCFC as of Q3 2023.

  • Spire Wealth Management reported no remaining Tritium DCFC Limited Ordinary Shares position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 3 Tritium DCFC Limited Ordinary Shares shares in Q3 2023, an estimated $545.
  • Spire Wealth Management first reported a position in Tritium DCFC Limited Ordinary Shares in Q2 2022 and held it in 5 quarters.
  • Spire Wealth Management's Tritium DCFC Limited Ordinary Shares position peaked at $3K in Q2 2022.
  • 41 funds tracked by Wall St. Rank held Tritium DCFC Limited Ordinary Shares as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.