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

Spire Wealth Management’s Portfolio EDI Stock Details EDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-934	Closed	-$7K	–	2962
2021 Q4	$7K	Buy	+934	New	+$7.53K	﹤0.01%	2504
2021 Q2	–	Sell	-1,174	Closed	-$11K	–	3051
2021 Q1	$11K	Buy	+1,174	New	+$10.7K	﹤0.01%	2395

Other funds holding EDI

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Spire Wealth Management sold out of Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) in Q1 2022, closing a stake of 934 shares — an estimated $7K sold.

Spire Wealth Management first reported a position in EDI in Q1 2021 and held it in 2 quarters. The position peaked at $11K in Q1 2021. 16 funds tracked by Wall St. Rank hold EDI as of Q1 2022.

Spire Wealth Management reported no remaining Virtus Stone Harbor Emerging Markets Total Income Fund position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 934 Virtus Stone Harbor Emerging Markets Total Income Fund shares in Q1 2022, an estimated $7K.
Spire Wealth Management first reported a position in Virtus Stone Harbor Emerging Markets Total Income Fund in Q1 2021 and held it in 2 quarters.
Spire Wealth Management's Virtus Stone Harbor Emerging Markets Total Income Fund position peaked at $11K in Q1 2021.
16 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Total Income Fund as of Q1 2022.

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