Spire Wealth Management’s Empire State Realty Series ES ESBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,610	Closed	-$54K	–	2292
2022 Q2	$54K	Buy	7,610 +1	+0%	+$8	﹤0.01%	1259
2022 Q1	$74K	Hold	7,609	–	–	﹤0.01%	1289
2021 Q4	$67K	Hold	7,609	–	–	﹤0.01%	1589
2021 Q3	$76K	Hold	7,609	–	–	﹤0.01%	1303
2021 Q2	$92K	Sell	7,609 -1	-0%	-$12	﹤0.01%	1206
2021 Q1	$84K	Buy	+7,610	New	+$78.9K	﹤0.01%	1467

Other funds holding ESBA

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

Spire Wealth Management's ESBA Position: Q3 2022 in Review

Spire Wealth Management sold out of Empire State Realty Series ES (ESBA) in Q3 2022, closing a stake of 7,610 shares — an estimated $54K sold.

Spire Wealth Management first reported a position in ESBA in Q1 2021 and held it in 6 quarters. The position peaked at $92K in Q2 2021. 36 funds tracked by Wall St. Rank hold ESBA as of Q3 2022.

Spire Wealth Management reported no remaining Empire State Realty Series ES position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 7,610 Empire State Realty Series ES shares in Q3 2022, an estimated $54K.
Spire Wealth Management first reported a position in Empire State Realty Series ES in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's Empire State Realty Series ES position peaked at $92K in Q2 2021.
36 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.