SWM
GP

Spire Wealth Management’s GreenPower Motor Co GP Stock Holding History

Spire Wealth Management’s Portfolio GP Stock Details GP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-30
Closed -$6K – 2604
2021
Q2 		$6K Hold
30
– – ﹤0.01% 2271
2021
Q1 		$7K Buy
+30
New +$8.22K ﹤0.01% 2519

Other funds holding GP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Spire Wealth Management's GP Position: Q3 2021 in Review

Spire Wealth Management sold out of GreenPower Motor Co (GP) in Q3 2021, closing a stake of 30 shares — an estimated $6K sold.

Spire Wealth Management first reported a position in GP in Q1 2021 and held it in 2 quarters. The position peaked at $7K in Q1 2021. 30 funds tracked by Wall St. Rank hold GP as of Q3 2021.

  • Spire Wealth Management reported no remaining GreenPower Motor Co position as of Q3 2021 after selling out during the quarter.
  • Spire Wealth Management sold 30 GreenPower Motor Co shares in Q3 2021, an estimated $6K.
  • Spire Wealth Management first reported a position in GreenPower Motor Co in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's GreenPower Motor Co position peaked at $7K in Q1 2021.
  • 30 funds tracked by Wall St. Rank held GreenPower Motor Co as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.