SWM
HONE

Spire Wealth Management’s HarborOne Bancorp HONE Stock Holding History

Spire Wealth Management’s Portfolio HONE Stock Details HONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,386
Closed -$65.7K – 2455
2023
Q1 		$65.7K Buy
+5,386
New +$72K ﹤0.01% 1091
2022
Q3 		– Sell
-5,386
Closed -$74K – 2369
2022
Q2 		$74K Buy
+5,386
New +$74.4K ﹤0.01% 1150
2021
Q2 		– Sell
-5,386
Closed -$73K – 2743
2021
Q1 		$73K Buy
+5,386
New +$65.5K ﹤0.01% 1537

Other funds holding HONE

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Spire Wealth Management sold out of HarborOne Bancorp (HONE) in Q2 2023, closing a stake of 5,386 shares — an estimated $65.7K sold.

Spire Wealth Management first reported a position in HONE in Q1 2021 and held it in 3 quarters. The position peaked at $74K in Q2 2022. 111 funds tracked by Wall St. Rank hold HONE as of Q2 2023.

  • Spire Wealth Management reported no remaining HarborOne Bancorp position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 5,386 HarborOne Bancorp shares in Q2 2023, an estimated $65.7K.
  • Spire Wealth Management first reported a position in HarborOne Bancorp in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's HarborOne Bancorp position peaked at $74K in Q2 2022.
  • 111 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q2 2023.

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