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Spire Wealth Management’s Holley HLLY Stock Holding History

Spire Wealth Management’s Portfolio HLLY Stock Details HLLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-27,911
Closed -$139K – 2407
2023
Q3 		$139K Buy
27,911
+23,828
+584% +$135K 0.01% 827
2023
Q2 		$16.7K Hold
4,083
– – ﹤0.01% 1654
2023
Q1 		$11.2K Hold
4,083
– – ﹤0.01% 1802
2022
Q4 		$9K Sell
4,083
-91
-2% -$286 ﹤0.01% 1656
2022
Q3 		$17K Buy
+4,174
New +$31.2K ﹤0.01% 1386

Other funds holding HLLY

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spire Wealth Management's HLLY Position: Q4 2023 in Review

Spire Wealth Management sold out of Holley (HLLY) in Q4 2023, closing a stake of 27,911 shares — an estimated $139K sold.

Spire Wealth Management first reported a position in HLLY in Q3 2022 and held it in 5 quarters. The position peaked at $139K in Q3 2023. 115 funds tracked by Wall St. Rank hold HLLY as of Q4 2023.

  • Spire Wealth Management reported no remaining Holley position as of Q4 2023 after selling out during the quarter.
  • Spire Wealth Management sold 27,911 Holley shares in Q4 2023, an estimated $139K.
  • Spire Wealth Management first reported a position in Holley in Q3 2022 and held it in 5 quarters.
  • Spire Wealth Management's Holley position peaked at $139K in Q3 2023.
  • 115 funds tracked by Wall St. Rank held Holley as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.