SWM
HOLI

Spire Wealth Management’s Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) HOLI Stock Holding History

Spire Wealth Management’s Portfolio HOLI Stock Details HOLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-81
Closed -$1.75K – 2295
2024
Q2 		$1.75K Hold
81
– – ﹤0.01% 2032
2024
Q1 		$2.07K Hold
81
– – ﹤0.01% 2088
2023
Q4 		$2.08K Hold
81
– – ﹤0.01% 2134
2023
Q3 		$1.61K Hold
81
– – ﹤0.01% 2170
2023
Q2 		$1.43K Hold
81
– – ﹤0.01% 2249
2023
Q1 		$1.4K Hold
81
– – ﹤0.01% 2335
2022
Q4 		$1K Hold
81
– – ﹤0.01% 2277
2022
Q3 		$1K Hold
81
– – ﹤0.01% 2153
2022
Q2 		$1K Hold
81
– – ﹤0.01% 2615
2022
Q1 		$1K Hold
81
– – ﹤0.01% 2496
2021
Q4 		$1K Hold
81
– – ﹤0.01% 2911
2021
Q3 		$2K Hold
81
– – ﹤0.01% 2500
2021
Q2 		$1K Buy
+81
New +$1.09K ﹤0.01% 2556

Other funds holding HOLI

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Spire Wealth Management's HOLI Position: Q3 2024 in Review

Spire Wealth Management sold out of Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) (HOLI) in Q3 2024, closing a stake of 81 shares — an estimated $1.75K sold.

Spire Wealth Management first reported a position in HOLI in Q2 2021 and held it in 13 quarters. The position peaked at $2.08K in Q4 2023. 1 fund tracked by Wall St. Rank holds HOLI as of Q3 2024.

  • Spire Wealth Management reported no remaining Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 81 Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) shares in Q3 2024, an estimated $1.75K.
  • Spire Wealth Management first reported a position in Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) in Q2 2021 and held it in 13 quarters.
  • Spire Wealth Management's Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) position peaked at $2.08K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.