Spire Wealth Management
DCM

Spire Wealth Management’s DeFi Capital Markets, Inc. DCM Stock Holding History

Spire Wealth Management’s Portfolio DCM Stock Details DCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-297
Closed -$713 – 2469
2023
Q3 		$713 Sell
297
-1
-0.3% -$3 ﹤0.01% 2313
2023
Q2 		$702 Hold
298
– – ﹤0.01% 2348
2023
Q1 		$690 Hold
298
– – ﹤0.01% 2434
2022
Q4 		$1K Hold
298
– – ﹤0.01% 2264
2022
Q3 		$1K Hold
298
– – ﹤0.01% 2145
2022
Q2 		$1K Buy
+298
New +$1.02K ﹤0.01% 2591

Other funds holding DCM

Bridgeway Capital Management
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NBT
Northwest Bank & Trust Davenport, Iowa $135M AUM 29.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Spire Wealth Management sold out of DeFi Capital Markets, Inc. (DCM) in Q4 2023, closing a stake of 297 shares — an estimated $713 sold.

Spire Wealth Management first reported a position in DCM in Q2 2022 and held it in 6 quarters. The position peaked at $1K in Q4 2022. 11 funds tracked by Wall St. Rank hold DCM as of Q4 2023.

  • Spire Wealth Management reported no remaining DeFi Capital Markets, Inc. position as of Q4 2023 after selling out during the quarter.
  • Spire Wealth Management sold 297 DeFi Capital Markets, Inc. shares in Q4 2023, an estimated $713.
  • Spire Wealth Management first reported a position in DeFi Capital Markets, Inc. in Q2 2022 and held it in 6 quarters.
  • Spire Wealth Management's DeFi Capital Markets, Inc. position peaked at $1K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held DeFi Capital Markets, Inc. as of Q4 2023.

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