SWM
EH

Spire Wealth Management’s EHang Holdings EH Stock Holding History

Spire Wealth Management’s Portfolio EH Stock Details EH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,139
Closed -$62K – 2619
2021
Q4 		$62K Buy
+4,139
New +$86.9K ﹤0.01% 1613
2021
Q3 		– Sell
-4,500
Closed -$219K – 2584
2021
Q2 		$219K Buy
+4,500
New +$137K 0.01% 909

Other funds holding EH

CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
GC
GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Growth Interface Management Orlando, Florida $64M AUM 33.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Spire Wealth Management sold out of EHang Holdings (EH) in Q1 2022, closing a stake of 4,139 shares — an estimated $62K sold.

Spire Wealth Management first reported a position in EH in Q2 2021 and held it in 2 quarters. The position peaked at $219K in Q2 2021. 41 funds tracked by Wall St. Rank hold EH as of Q1 2022.

  • Spire Wealth Management reported no remaining EHang Holdings position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 4,139 EHang Holdings shares in Q1 2022, an estimated $62K.
  • Spire Wealth Management first reported a position in EHang Holdings in Q2 2021 and held it in 2 quarters.
  • Spire Wealth Management's EHang Holdings position peaked at $219K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held EHang Holdings as of Q1 2022.

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