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Spire Wealth Management’s Delek US DK Stock Holding History

Spire Wealth Management’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-91
Closed -$1K – 2605
2021
Q4 		$1K Buy
+91
New +$1.61K ﹤0.01% 2855
2021
Q2 		– Sell
-62
Closed -$1K – 2666
2021
Q1 		$1K Buy
+62
New +$1.35K ﹤0.01% 2923

Other funds holding DK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Spire Wealth Management's DK Position: Q1 2022 in Review

Spire Wealth Management sold out of Delek US (DK) in Q1 2022, closing a stake of 91 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in DK in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 196 funds tracked by Wall St. Rank hold DK as of Q1 2022.

  • Spire Wealth Management reported no remaining Delek US position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 91 Delek US shares in Q1 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in Delek US in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Delek US position peaked at $1K in Q4 2021.
  • 196 funds tracked by Wall St. Rank held Delek US as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.