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Spire Wealth Management’s Empire State Realty Trust ESRT Stock Holding History

Spire Wealth Management’s Portfolio ESRT Stock Details ESRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-216
Closed -$2K – 2942
2021
Q3 		$2K Hold
216
– – ﹤0.01% 2458
2021
Q2 		$3K Sell
216
-46
-18% -$541 ﹤0.01% 2411
2021
Q1 		$3K Buy
+262
New +$2.73K ﹤0.01% 2745

Other funds holding ESRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Spire Wealth Management sold out of Empire State Realty Trust (ESRT) in Q4 2021, closing a stake of 216 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in ESRT in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 191 funds tracked by Wall St. Rank hold ESRT as of Q4 2021.

  • Spire Wealth Management reported no remaining Empire State Realty Trust position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 216 Empire State Realty Trust shares in Q4 2021, an estimated $2K.
  • Spire Wealth Management first reported a position in Empire State Realty Trust in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Empire State Realty Trust position peaked at $3K in Q2 2021.
  • 191 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q4 2021.

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