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Spire Wealth Management’s Dyne Therapeutics DYN Stock Holding History

Spire Wealth Management’s Portfolio DYN Stock Details DYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-300
Closed -$7.07K – 2500
2024
Q4 		$7.07K Buy
+300
New +$8.87K ﹤0.01% 1951
2023
Q4 		– Sell
-400
Closed -$3.58K – 2394
2023
Q3 		$3.58K Hold
400
– – ﹤0.01% 2015
2023
Q2 		$4.5K Hold
400
– – ﹤0.01% 2028
2023
Q1 		$4.61K Buy
+400
New +$5.2K ﹤0.01% 2050
2022
Q3 		– Sell
-400
Closed -$3K – 2278
2022
Q2 		$3K Sell
400
-400
-50% -$2.76K ﹤0.01% 2256
2022
Q1 		$8K Hold
800
– – ﹤0.01% 2095
2021
Q4 		$10K Hold
800
– – ﹤0.01% 2370
2021
Q3 		$13K Buy
800
+400
+100% +$7.09K ﹤0.01% 2001
2021
Q2 		$8K Buy
+400
New +$7.52K ﹤0.01% 2188

Other funds holding DYN

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FIS
FCPM III Services Naarden, Netherlands $722M AUM 73.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Spire Wealth Management's DYN Position: Q1 2025 in Review

Spire Wealth Management sold out of Dyne Therapeutics (DYN) in Q1 2025, closing a stake of 300 shares — an estimated $7.07K sold.

Spire Wealth Management first reported a position in DYN in Q2 2021 and held it in 9 quarters. The position peaked at $13K in Q3 2021. 205 funds tracked by Wall St. Rank hold DYN as of Q1 2025.

  • Spire Wealth Management reported no remaining Dyne Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Spire Wealth Management sold 300 Dyne Therapeutics shares in Q1 2025, an estimated $7.07K.
  • Spire Wealth Management first reported a position in Dyne Therapeutics in Q2 2021 and held it in 9 quarters.
  • Spire Wealth Management's Dyne Therapeutics position peaked at $13K in Q3 2021.
  • 205 funds tracked by Wall St. Rank held Dyne Therapeutics as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.