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Spire Wealth Management’s Duos Technologies DUOT Stock Holding History

Spire Wealth Management’s Portfolio DUOT Stock Details DUOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-86,557
Closed -$376K – 2249
2024
Q1 		$376K Buy
86,557
+52,034
+151% +$201K 0.01% 592
2023
Q4 		$117K Buy
+34,523
New +$121K ﹤0.01% 950

Other funds holding DUOT

BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Spire Wealth Management's DUOT Position: Q2 2024 in Review

Spire Wealth Management sold out of Duos Technologies (DUOT) in Q2 2024, closing a stake of 86,557 shares — an estimated $376K sold.

Spire Wealth Management first reported a position in DUOT in Q4 2023 and held it in 2 quarters. The position peaked at $376K in Q1 2024. 19 funds tracked by Wall St. Rank hold DUOT as of Q2 2024.

  • Spire Wealth Management reported no remaining Duos Technologies position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 86,557 Duos Technologies shares in Q2 2024, an estimated $376K.
  • Spire Wealth Management first reported a position in Duos Technologies in Q4 2023 and held it in 2 quarters.
  • Spire Wealth Management's Duos Technologies position peaked at $376K in Q1 2024.
  • 19 funds tracked by Wall St. Rank held Duos Technologies as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.