Spire Wealth Management’s Definitive Healthcare DH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-76	Closed	-$607	–	2388
2023 Q3	$607	Hold	76	–	–	﹤0.01%	2327
2023 Q2	$836	Hold	76	–	–	﹤0.01%	2329
2023 Q1	$785	Hold	76	–	–	﹤0.01%	2416
2022 Q4	$1K	Hold	76	–	–	﹤0.01%	2162
2022 Q3	$1K	Hold	76	–	–	﹤0.01%	2059
2022 Q2	$2K	Buy	+76	New	+$1.63K	﹤0.01%	2344

Other funds holding DH

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Spire Wealth Management sold out of Definitive Healthcare (DH) in Q4 2023, closing a stake of 76 shares — an estimated $607 sold.

Spire Wealth Management first reported a position in DH in Q2 2022 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 138 funds tracked by Wall St. Rank hold DH as of Q4 2023.

Spire Wealth Management reported no remaining Definitive Healthcare position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 76 Definitive Healthcare shares in Q4 2023, an estimated $607.
Spire Wealth Management first reported a position in Definitive Healthcare in Q2 2022 and held it in 6 quarters.
Spire Wealth Management's Definitive Healthcare position peaked at $2K in Q2 2022.
138 funds tracked by Wall St. Rank held Definitive Healthcare as of Q4 2023.

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