SWM
GRTS

Spire Wealth Management’s Gritstone bio, Inc. Common Stock GRTS Stock Holding History

Spire Wealth Management’s Portfolio GRTS Stock Details GRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,850
Closed -$24K – 2943
2021
Q4 		$24K Buy
+1,850
New +$20.5K ﹤0.01% 2058
2021
Q2 		– Sell
-5,000
Closed -$56K – 3030
2021
Q1 		$56K Buy
+5,000
New +$68.9K ﹤0.01% 1676

Other funds holding GRTS

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Spire Wealth Management's GRTS Position: Q1 2022 in Review

Spire Wealth Management sold out of Gritstone bio, Inc. Common Stock (GRTS) in Q1 2022, closing a stake of 1,850 shares — an estimated $24K sold.

Spire Wealth Management first reported a position in GRTS in Q1 2021 and held it in 2 quarters. The position peaked at $56K in Q1 2021. 117 funds tracked by Wall St. Rank hold GRTS as of Q1 2022.

  • Spire Wealth Management reported no remaining Gritstone bio, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,850 Gritstone bio, Inc. Common Stock shares in Q1 2022, an estimated $24K.
  • Spire Wealth Management first reported a position in Gritstone bio, Inc. Common Stock in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Gritstone bio, Inc. Common Stock position peaked at $56K in Q1 2021.
  • 117 funds tracked by Wall St. Rank held Gritstone bio, Inc. Common Stock as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.