SWM
GWGH

Spire Wealth Management’s GWG Holdings, Inc GWGH Stock Holding History

Spire Wealth Management’s Portfolio GWGH Stock Details GWGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-266
Closed -$3K – 2993
2021
Q4 		$3K Sell
266
-266
-50% -$2.47K ﹤0.01% 2747
2021
Q3 		$5K Hold
532
– – ﹤0.01% 2311
2021
Q2 		$4K Hold
532
– – ﹤0.01% 2393
2021
Q1 		$4K Buy
+532
New +$3.82K ﹤0.01% 2722

Other funds holding GWGH

MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Spire Wealth Management sold out of GWG Holdings, Inc (GWGH) in Q1 2022, closing a stake of 266 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in GWGH in Q1 2021 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 15 funds tracked by Wall St. Rank hold GWGH as of Q1 2022.

  • Spire Wealth Management reported no remaining GWG Holdings, Inc position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 266 GWG Holdings, Inc shares in Q1 2022, an estimated $3K.
  • Spire Wealth Management first reported a position in GWG Holdings, Inc in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's GWG Holdings, Inc position peaked at $5K in Q3 2021.
  • 15 funds tracked by Wall St. Rank held GWG Holdings, Inc as of Q1 2022.

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