Spire Wealth Management’s Filana Therapeutics FLNA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-30	Closed	-$883	–	2513
2024 Q3	$883	Buy	+30	New	+$691	﹤0.01%	2110
2024 Q2	–	Sell	-30	Closed	-$609	–	2372
2024 Q1	$609	Hold	30	–	–	﹤0.01%	2276
2023 Q4	$792	Buy	+30	New	+$634	﹤0.01%	2301
2023 Q3	–	Sell	-30	Closed	-$736	–	2455
2023 Q2	$736	Hold	30	–	–	﹤0.01%	2344
2023 Q1	$724	Hold	30	–	–	﹤0.01%	2427
2022 Q4	$1K	Hold	30	–	–	﹤0.01%	2242
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	2131
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	2569
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	2480
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	2890
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	2483
2021 Q2	$3K	Hold	30	–	–	﹤0.01%	2433
2021 Q1	$1K	Buy	+30	New	+$1.18K	﹤0.01%	2950

Other funds holding FLNA

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return

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

Spire Wealth Management sold out of Filana Therapeutics (FLNA) in Q4 2024, closing a stake of 30 shares — an estimated $883 sold.

Spire Wealth Management first reported a position in FLNA in Q1 2021 and held it in 13 quarters. The position peaked at $3K in Q2 2021. 137 funds tracked by Wall St. Rank hold FLNA as of Q4 2024.

Spire Wealth Management reported no remaining Filana Therapeutics position as of Q4 2024 after selling out during the quarter.
Spire Wealth Management sold 30 Filana Therapeutics shares in Q4 2024, an estimated $883.
Spire Wealth Management first reported a position in Filana Therapeutics in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's Filana Therapeutics position peaked at $3K in Q2 2021.
137 funds tracked by Wall St. Rank held Filana Therapeutics as of Q4 2024.

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