Spire Wealth Management’s First of Long Island Corp FLIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-601	Closed	-$13K	–	2645
2021 Q4	$13K	Buy	+601	New	+$12.7K	﹤0.01%	2271
2021 Q2	–	Sell	-602	Closed	-$13K	–	2707
2021 Q1	$13K	Buy	+602	New	+$11.4K	﹤0.01%	2326

Other funds holding FLIC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Spire Wealth Management's FLIC Position: Q1 2022 in Review

Spire Wealth Management sold out of First of Long Island Corp (FLIC) in Q1 2022, closing a stake of 601 shares — an estimated $13K sold.

Spire Wealth Management first reported a position in FLIC in Q1 2021 and held it in 2 quarters. The position peaked at $13K in Q4 2021. 110 funds tracked by Wall St. Rank hold FLIC as of Q1 2022.

Spire Wealth Management reported no remaining First of Long Island Corp position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 601 First of Long Island Corp shares in Q1 2022, an estimated $13K.
Spire Wealth Management first reported a position in First of Long Island Corp in Q1 2021 and held it in 2 quarters.
Spire Wealth Management's First of Long Island Corp position peaked at $13K in Q4 2021.
110 funds tracked by Wall St. Rank held First of Long Island Corp as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.