SWM
ELVT

Spire Wealth Management’s Elevate Credit, Inc. ELVT Stock Holding History

Spire Wealth Management’s Portfolio ELVT Stock Details ELVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-13,000
Closed -$54K – 3027
2021
Q3 		$54K Sell
13,000
-10,000
-43% -$35.9K ﹤0.01% 1447
2021
Q2 		$82K Hold
23,000
– – ﹤0.01% 1271
2021
Q1 		$67K Buy
+23,000
New +$95.8K ﹤0.01% 1576

Other funds holding ELVT

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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Spire Wealth Management's ELVT Position: Q4 2021 in Review

Spire Wealth Management sold out of Elevate Credit, Inc. (ELVT) in Q4 2021, closing a stake of 13,000 shares — an estimated $54K sold.

Spire Wealth Management first reported a position in ELVT in Q1 2021 and held it in 3 quarters. The position peaked at $82K in Q2 2021. 57 funds tracked by Wall St. Rank hold ELVT as of Q4 2021.

  • Spire Wealth Management reported no remaining Elevate Credit, Inc. position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 13,000 Elevate Credit, Inc. shares in Q4 2021, an estimated $54K.
  • Spire Wealth Management first reported a position in Elevate Credit, Inc. in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Elevate Credit, Inc. position peaked at $82K in Q2 2021.
  • 57 funds tracked by Wall St. Rank held Elevate Credit, Inc. as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.