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Spire Wealth Management’s Krispy Kreme DNUT Stock Holding History

Spire Wealth Management’s Portfolio DNUT Stock Details DNUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,001
Closed -$32.2K – 2457
2024
Q3 		$32.2K Buy
+3,001
New +$32.6K ﹤0.01% 1274
2023
Q3 		– Sell
-1,500
Closed -$22.1K – 2384
2023
Q2 		$22.1K Buy
+1,500
New +$22.5K ﹤0.01% 1553

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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's DNUT Position: Q4 2024 in Review

Spire Wealth Management sold out of Krispy Kreme (DNUT) in Q4 2024, closing a stake of 3,001 shares — an estimated $32.2K sold.

Spire Wealth Management first reported a position in DNUT in Q2 2023 and held it in 2 quarters. The position peaked at $32.2K in Q3 2024. 154 funds tracked by Wall St. Rank hold DNUT as of Q4 2024.

  • Spire Wealth Management reported no remaining Krispy Kreme position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 3,001 Krispy Kreme shares in Q4 2024, an estimated $32.2K.
  • Spire Wealth Management first reported a position in Krispy Kreme in Q2 2023 and held it in 2 quarters.
  • Spire Wealth Management's Krispy Kreme position peaked at $32.2K in Q3 2024.
  • 154 funds tracked by Wall St. Rank held Krispy Kreme as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.