SWM
HGBL icon

Spire Wealth Management’s Heritage Global HGBL Stock Holding History

Spire Wealth Management’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,000
Closed -$1.7K – 2476
2024
Q3 		$1.7K Hold
1,000
– – ﹤0.01% 2027
2024
Q2 		$2.46K Buy
1,000
+250
+33% +$604 ﹤0.01% 1971
2024
Q1 		$1.98K Buy
750
+250
+50% +$710 ﹤0.01% 2104
2023
Q4 		$1.44K Hold
500
– – ﹤0.01% 2206
2023
Q3 		$1.56K Hold
500
– – ﹤0.01% 2175
2023
Q2 		$1.81K Buy
+500
New +$1.65K ﹤0.01% 2217

Other funds holding HGBL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
MCP
Militia Capital Partners Las Vegas, Nevada $263M AUM 65.94% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's HGBL Position: Q4 2024 in Review

Spire Wealth Management sold out of Heritage Global (HGBL) in Q4 2024, closing a stake of 1,000 shares — an estimated $1.7K sold.

Spire Wealth Management first reported a position in HGBL in Q2 2023 and held it in 6 quarters. The position peaked at $2.46K in Q2 2024. 39 funds tracked by Wall St. Rank hold HGBL as of Q4 2024.

  • Spire Wealth Management reported no remaining Heritage Global position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 1,000 Heritage Global shares in Q4 2024, an estimated $1.7K.
  • Spire Wealth Management first reported a position in Heritage Global in Q2 2023 and held it in 6 quarters.
  • Spire Wealth Management's Heritage Global position peaked at $2.46K in Q2 2024.
  • 39 funds tracked by Wall St. Rank held Heritage Global as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.