SWM
EDF

Spire Wealth Management’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Spire Wealth Management’s Portfolio EDF Stock Details EDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,378
Closed -$9K – 2617
2021
Q4 		$9K Buy
+1,378
New +$9.72K ﹤0.01% 2412
2021
Q2 		– Sell
-1,528
Closed -$13K – 2677
2021
Q1 		$13K Buy
+1,528
New +$13K ﹤0.01% 2325

Other funds holding EDF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Spire Wealth Management sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q1 2022, closing a stake of 1,378 shares — an estimated $9K sold.

Spire Wealth Management first reported a position in EDF in Q1 2021 and held it in 2 quarters. The position peaked at $13K in Q1 2021. 28 funds tracked by Wall St. Rank hold EDF as of Q1 2022.

  • Spire Wealth Management reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,378 Virtus Stone Harbor Emerging Markets Income Fund shares in Q1 2022, an estimated $9K.
  • Spire Wealth Management first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $13K in Q1 2021.
  • 28 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2022.

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