SWM
EQC

Spire Wealth Management’s Equity Commonwealth EQC Stock Holding History

Spire Wealth Management’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,690
Closed -$193K – 2529
2024
Q3 		$193K Sell
9,690
-1,370
-12% -$27.3K 0.01% 734
2024
Q2 		$215K Sell
11,060
-720
-6% -$13.7K 0.01% 702
2024
Q1 		$222K Buy
11,780
+1,345
+13% +$25.5K ﹤0.01% 741
2023
Q4 		$205K Sell
10,435
-1,820
-15% -$34.4K 0.01% 756
2023
Q3 		$225K Sell
12,255
-109
-0.9% -$2.12K 0.01% 679
2023
Q2 		$250K Hold
12,364
– – 0.01% 661
2023
Q1 		$256K Buy
12,364
+9,209
+292% +$214K 0.01% 653
2022
Q4 		$79K Sell
3,155
-610
-16% -$15.6K ﹤0.01% 828
2022
Q3 		$92K Sell
3,765
-6,384
-63% -$172K 0.01% 737
2022
Q2 		$279K Sell
10,149
-9,144
-47% -$247K 0.01% 654
2022
Q1 		$544K Buy
19,293
+516
+3% +$13.8K 0.01% 548
2021
Q4 		$486K Buy
18,777
+2,274
+14% +$59.2K 0.01% 712
2021
Q3 		$429K Buy
16,503
+148
+0.9% +$3.89K 0.01% 643
2021
Q2 		$429K Sell
16,355
-1,624
-9% -$45.2K 0.01% 652
2021
Q1 		$500K Buy
+17,979
New +$508K 0.01% 668

Other funds holding EQC

ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

Spire Wealth Management's EQC Position: Q4 2024 in Review

Spire Wealth Management sold out of Equity Commonwealth (EQC) in Q4 2024, closing a stake of 9,690 shares — an estimated $193K sold.

Spire Wealth Management first reported a position in EQC in Q1 2021 and held it in 15 quarters. The position peaked at $544K in Q1 2022. 168 funds tracked by Wall St. Rank hold EQC as of Q4 2024.

  • Spire Wealth Management reported no remaining Equity Commonwealth position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 9,690 Equity Commonwealth shares in Q4 2024, an estimated $193K.
  • Spire Wealth Management first reported a position in Equity Commonwealth in Q1 2021 and held it in 15 quarters.
  • Spire Wealth Management's Equity Commonwealth position peaked at $544K in Q1 2022.
  • 168 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.