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SWM
Spire Wealth Management’s
Fox Factory Holding Corp
FOXF
Stock Holding History
Spire Wealth Management’s Portfolio
FOXF Stock Details
FOXF Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-1,054
Closed
-$114K
–
2397
2023
Q2
$114K
Hold
1,054
–
–
﹤0.01%
930
2023
Q1
$128K
Sell
1,054
-222
-17%
-$25.5K
0.01%
884
2022
Q4
$116K
Buy
1,276
+123
+11%
+$11.4K
0.01%
701
2022
Q3
$91K
Hold
1,153
–
–
0.01%
739
2022
Q2
$93K
Hold
1,153
–
–
﹤0.01%
1063
2022
Q1
$113K
Sell
1,153
-33
-3%
-$4.08K
﹤0.01%
1120
2021
Q4
$202K
Hold
1,186
–
–
﹤0.01%
1085
2021
Q3
$171K
Hold
1,186
–
–
﹤0.01%
981
2021
Q2
$185K
Hold
1,186
–
–
0.01%
965
2021
Q1
$151K
Buy
+1,186
New
+$153K
﹤0.01%
1189
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30.48%
1-Year Est. Return
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$6.9T AUM
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1-Year Est. Return
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$34B AUM
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WA
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$15.3B AUM
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1-Year Est. Return
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$131B AUM
28.36%
1-Year Est. Return
ClearBridge Investments
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$115B AUM
24.78%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
GCM
Geneva Capital Management
Milwaukee, Wisconsin
$4.71B AUM
6.32%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
CCA
Conestoga Capital Advisors
Wayne, Pennsylvania
$5.01B AUM
6.26%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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