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Spire Wealth Management’s Precision BioSciences DTIL Stock Holding History

Spire Wealth Management’s Portfolio DTIL Stock Details DTIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-37
Closed -$8K – 2615
2021
Q4 		$8K Buy
+37
New +$10.3K ﹤0.01% 2437
2021
Q2 		– Sell
-249
Closed -$74K – 2674
2021
Q1 		$74K Buy
+249
New +$87.2K ﹤0.01% 1529

Other funds holding DTIL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OMC
OUP Management Company Bala Cynwyd, Pennsylvania $44.5M AUM 55.11% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Spire Wealth Management sold out of Precision BioSciences (DTIL) in Q1 2022, closing a stake of 37 shares — an estimated $8K sold.

Spire Wealth Management first reported a position in DTIL in Q1 2021 and held it in 2 quarters. The position peaked at $74K in Q1 2021. 152 funds tracked by Wall St. Rank hold DTIL as of Q1 2022.

  • Spire Wealth Management reported no remaining Precision BioSciences position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 37 Precision BioSciences shares in Q1 2022, an estimated $8K.
  • Spire Wealth Management first reported a position in Precision BioSciences in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Precision BioSciences position peaked at $74K in Q1 2021.
  • 152 funds tracked by Wall St. Rank held Precision BioSciences as of Q1 2022.

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