SWM
GOCO

Spire Wealth Management’s GoHealth GOCO Stock Holding History

Spire Wealth Management’s Portfolio GOCO Stock Details GOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-133
Closed -$1K – 2349
2022
Q2 		$1K Hold
133
– – ﹤0.01% 2515
2022
Q1 		$2K Hold
133
– – ﹤0.01% 2394
2021
Q4 		$8K Buy
+133
New +$8.88K ﹤0.01% 2439

Other funds holding GOCO

CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's GOCO Position: Q3 2022 in Review

Spire Wealth Management sold out of GoHealth (GOCO) in Q3 2022, closing a stake of 133 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in GOCO in Q4 2021 and held it in 3 quarters. The position peaked at $8K in Q4 2021. 59 funds tracked by Wall St. Rank hold GOCO as of Q3 2022.

  • Spire Wealth Management reported no remaining GoHealth position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 133 GoHealth shares in Q3 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in GoHealth in Q4 2021 and held it in 3 quarters.
  • Spire Wealth Management's GoHealth position peaked at $8K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held GoHealth as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.