SWM
GROM

Spire Wealth Management’s Grom Social Enterprises Inc. Common Stock GROM Stock Holding History

Spire Wealth Management’s Portfolio GROM Stock Details GROM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3
Closed -$1K – 2435
2022
Q3 		$1K Hold
3
– – ﹤0.01% 2162
2022
Q2 		$1K Buy
+3
New +$1.22K ﹤0.01% 2631

Other funds holding GROM

KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spire Wealth Management's GROM Position: Q4 2022 in Review

Spire Wealth Management sold out of Grom Social Enterprises Inc. Common Stock (GROM) in Q4 2022, closing a stake of 3 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in GROM in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 9 funds tracked by Wall St. Rank hold GROM as of Q4 2022.

  • Spire Wealth Management reported no remaining Grom Social Enterprises Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 3 Grom Social Enterprises Inc. Common Stock shares in Q4 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in Grom Social Enterprises Inc. Common Stock in Q2 2022 and held it in 2 quarters.
  • Spire Wealth Management's Grom Social Enterprises Inc. Common Stock position peaked at $1K in Q3 2022.
  • 9 funds tracked by Wall St. Rank held Grom Social Enterprises Inc. Common Stock as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.