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Spire Wealth Management’s Hertz HTZ Stock Holding History

Spire Wealth Management’s Portfolio HTZ Stock Details HTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,000
Closed -$53K – 2213
2024
Q2 		$53K Buy
+15,000
New +$76.2K ﹤0.01% 1100
2023
Q3 		– Sell
-670
Closed -$12.3K – 2410
2023
Q2 		$12.3K Buy
+670
New +$11K ﹤0.01% 1744
2023
Q1 		– Sell
-19,803
Closed -$305K – 2528
2022
Q4 		$305K Sell
19,803
-6,488
-25% -$109K 0.02% 455
2022
Q3 		$428K Buy
26,291
+14,211
+118% +$267K 0.03% 359
2022
Q2 		$191K Buy
+12,080
New +$238K 0.01% 785

Other funds holding HTZ

KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CP
CPV Partners Stamford, Connecticut $224M AUM 77.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Spire Wealth Management sold out of Hertz (HTZ) in Q3 2024, closing a stake of 15,000 shares — an estimated $53K sold.

Spire Wealth Management first reported a position in HTZ in Q2 2022 and held it in 5 quarters. The position peaked at $428K in Q3 2022. 250 funds tracked by Wall St. Rank hold HTZ as of Q3 2024.

  • Spire Wealth Management reported no remaining Hertz position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 15,000 Hertz shares in Q3 2024, an estimated $53K.
  • Spire Wealth Management first reported a position in Hertz in Q2 2022 and held it in 5 quarters.
  • Spire Wealth Management's Hertz position peaked at $428K in Q3 2022.
  • 250 funds tracked by Wall St. Rank held Hertz as of Q3 2024.

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