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Spire Wealth Management’s AMCON Distributing DIT Stock Holding History

Spire Wealth Management’s Portfolio DIT Stock Details DIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-150
Closed -$18K – 2502
2022
Q4 		$18K Buy
+150
New +$18.5K ﹤0.01% 1401

Other funds holding DIT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Spire Wealth Management's DIT Position: Q1 2023 in Review

Spire Wealth Management sold out of AMCON Distributing (DIT) in Q1 2023, closing a stake of 150 shares — an estimated $18K sold.

Spire Wealth Management first reported a position in DIT in Q4 2022 and held it in 1 quarter. The position peaked at $18K in Q4 2022. 17 funds tracked by Wall St. Rank hold DIT as of Q1 2023.

  • Spire Wealth Management reported no remaining AMCON Distributing position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 150 AMCON Distributing shares in Q1 2023, an estimated $18K.
  • Spire Wealth Management first reported a position in AMCON Distributing in Q4 2022 and held it in 1 quarter.
  • Spire Wealth Management's AMCON Distributing position peaked at $18K in Q4 2022.
  • 17 funds tracked by Wall St. Rank held AMCON Distributing as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.