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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

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
DSN
D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 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.