Spire Wealth Management’s Haemonetics HAE Stock Holding History

Spire Wealth Management’s Portfolio HAE Stock Details HAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-20	Closed	-$1.66K	–	2451
2023 Q1	$1.66K	Sell	20 -64	-76%	-$5.18K	﹤0.01%	2300
2022 Q4	$7K	Sell	84 -485	-85%	-$39K	﹤0.01%	1731
2022 Q3	$42K	Hold	569	–	–	﹤0.01%	1009
2022 Q2	$37K	Hold	569	–	–	﹤0.01%	1420
2022 Q1	$36K	Sell	569 -6	-1%	-$326	﹤0.01%	1572
2021 Q4	$30K	Buy	+575	New	+$35K	﹤0.01%	1948
2021 Q2	–	Sell	-28	Closed	-$3K	–	2735
2021 Q1	$3K	Buy	+28	New	+$3.46K	﹤0.01%	2751

Other funds holding HAE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spire Wealth Management's HAE Position: Q2 2023 in Review

Spire Wealth Management sold out of Haemonetics (HAE) in Q2 2023, closing a stake of 20 shares — an estimated $1.66K sold.

Spire Wealth Management first reported a position in HAE in Q1 2021 and held it in 7 quarters. The position peaked at $42K in Q3 2022. 294 funds tracked by Wall St. Rank hold HAE as of Q2 2023.

Spire Wealth Management reported no remaining Haemonetics position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 20 Haemonetics shares in Q2 2023, an estimated $1.66K.
Spire Wealth Management first reported a position in Haemonetics in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's Haemonetics position peaked at $42K in Q3 2022.
294 funds tracked by Wall St. Rank held Haemonetics as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.