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Spire Wealth Management’s Ginkgo Bioworks DNA Stock Holding History

Spire Wealth Management’s Portfolio DNA Stock Details DNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-150
Closed -$2.01K – 2191
2024
Q2 		$2.01K Hold
150
– – ﹤0.01% 2006
2024
Q1 		$6.96K Sell
150
-222
-60% -$11.5K ﹤0.01% 1834
2023
Q4 		$18K Buy
+372
New +$22.8K ﹤0.01% 1574

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Vanguard Group
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ACG
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Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Spire Wealth Management's DNA Position: Q3 2024 in Review

Spire Wealth Management sold out of Ginkgo Bioworks (DNA) in Q3 2024, closing a stake of 150 shares — an estimated $2.01K sold.

Spire Wealth Management first reported a position in DNA in Q4 2023 and held it in 3 quarters. The position peaked at $18K in Q4 2023. 159 funds tracked by Wall St. Rank hold DNA as of Q3 2024.

  • Spire Wealth Management reported no remaining Ginkgo Bioworks position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 150 Ginkgo Bioworks shares in Q3 2024, an estimated $2.01K.
  • Spire Wealth Management first reported a position in Ginkgo Bioworks in Q4 2023 and held it in 3 quarters.
  • Spire Wealth Management's Ginkgo Bioworks position peaked at $18K in Q4 2023.
  • 159 funds tracked by Wall St. Rank held Ginkgo Bioworks as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.