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Spire Wealth Management’s Douglas Emmett DEI Stock Holding History

Spire Wealth Management’s Portfolio DEI Stock Details DEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-83
Closed -$1.19K – 2325
2023
Q4 		$1.19K Sell
83
-10
-11% -$127 ﹤0.01% 2237
2023
Q3 		$1.19K Buy
+93
New +$1.26K ﹤0.01% 2220

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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Spire Wealth Management's DEI Position: Q1 2024 in Review

Spire Wealth Management sold out of Douglas Emmett (DEI) in Q1 2024, closing a stake of 83 shares — an estimated $1.19K sold.

Spire Wealth Management first reported a position in DEI in Q3 2023 and held it in 2 quarters. The position peaked at $1.19K in Q4 2023. 242 funds tracked by Wall St. Rank hold DEI as of Q1 2024.

  • Spire Wealth Management reported no remaining Douglas Emmett position as of Q1 2024 after selling out during the quarter.
  • Spire Wealth Management sold 83 Douglas Emmett shares in Q1 2024, an estimated $1.19K.
  • Spire Wealth Management first reported a position in Douglas Emmett in Q3 2023 and held it in 2 quarters.
  • Spire Wealth Management's Douglas Emmett position peaked at $1.19K in Q4 2023.
  • 242 funds tracked by Wall St. Rank held Douglas Emmett as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.