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Spire Wealth Management’s ENI E Stock Holding History

Spire Wealth Management’s Portfolio E Stock Details E Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,108
Closed -$38.7K – 2351
2025
Q3 		$38.7K Hold
1,108
– – ﹤0.01% 1321
2025
Q2 		$35.9K Hold
1,108
– – ﹤0.01% 1316
2025
Q1 		$34.3K Sell
1,108
-336
-23% -$9.8K ﹤0.01% 1420
2024
Q4 		$39.5K Hold
1,444
– – ﹤0.01% 1372
2024
Q3 		$43.8K Sell
1,444
-74
-5% -$2.32K ﹤0.01% 1172
2024
Q2 		$46.7K Buy
1,518
+1,108
+270% +$35.1K ﹤0.01% 1147
2024
Q1 		$13K Sell
410
-1,108
-73% -$35.1K ﹤0.01% 1634
2023
Q4 		$47.9K Sell
1,518
-470
-24% -$15.3K ﹤0.01% 1212
2023
Q3 		$63.5K Sell
1,988
-7
-0.4% -$216 ﹤0.01% 1080
2023
Q2 		$57.4K Buy
1,995
+61
+3% +$1.77K ﹤0.01% 1147
2023
Q1 		$54.2K Buy
1,934
+1,166
+152% +$34.1K ﹤0.01% 1168
2022
Q4 		$22K Buy
768
+80
+12% +$2.16K ﹤0.01% 1328
2022
Q3 		$15K Sell
688
-3,192
-82% -$73.5K ﹤0.01% 1433
2022
Q2 		$92K Buy
3,880
+2,147
+124% +$61.2K ﹤0.01% 1065
2022
Q1 		$51K Sell
1,733
-1,394
-45% -$41.5K ﹤0.01% 1443
2021
Q4 		$86K Buy
3,127
+2,327
+291% +$65K ﹤0.01% 1470
2021
Q3 		$21K Hold
800
– – ﹤0.01% 1837
2021
Q2 		$20K Sell
800
-1,394
-64% -$34.7K ﹤0.01% 1865
2021
Q1 		$54K Buy
+2,194
New +$49.5K ﹤0.01% 1689

Other funds holding E

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return