Spire Wealth Management’s Integra LifeSciences IART Stock Holding History

Spire Wealth Management’s Portfolio IART Stock Details IART Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-35	Closed	-$636	–	2479
2024 Q3	$636	Buy	+35	New	+$811	﹤0.01%	2132
2024 Q2	–	Sell	-237	Closed	-$8.4K	–	2299
2024 Q1	$8.4K	Sell	237 -11	-4%	-$440	﹤0.01%	1764
2023 Q4	$10.5K	Buy	248 +11	+5%	+$433	﹤0.01%	1746
2023 Q3	$9.05K	Hold	237	–	–	﹤0.01%	1762
2023 Q2	$9.75K	Hold	237	–	–	﹤0.01%	1823
2023 Q1	$13.6K	Sell	237 -127	-35%	-$7.16K	﹤0.01%	1752
2022 Q4	$20K	Buy	364 +27	+8%	+$1.37K	﹤0.01%	1364
2022 Q3	$14K	Sell	337 -9	-3%	-$461	﹤0.01%	1463
2022 Q2	$19K	Sell	346 -228	-40%	-$13.7K	﹤0.01%	1692
2022 Q1	$37K	Hold	574	–	–	﹤0.01%	1558
2021 Q4	$38K	Hold	574	–	–	﹤0.01%	1846
2021 Q3	$39K	Hold	574	–	–	﹤0.01%	1577
2021 Q2	$39K	Hold	574	–	–	﹤0.01%	1591
2021 Q1	$40K	Buy	+574	New	+$38.9K	﹤0.01%	1841

Other funds holding IART

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Spire Wealth Management sold out of Integra LifeSciences (IART) in Q4 2024, closing a stake of 35 shares — an estimated $636 sold.

Spire Wealth Management first reported a position in IART in Q1 2021 and held it in 14 quarters. The position peaked at $40K in Q1 2021. 223 funds tracked by Wall St. Rank hold IART as of Q4 2024.

Spire Wealth Management reported no remaining Integra LifeSciences position as of Q4 2024 after selling out during the quarter.
Spire Wealth Management sold 35 Integra LifeSciences shares in Q4 2024, an estimated $636.
Spire Wealth Management first reported a position in Integra LifeSciences in Q1 2021 and held it in 14 quarters.
Spire Wealth Management's Integra LifeSciences position peaked at $40K in Q1 2021.
223 funds tracked by Wall St. Rank held Integra LifeSciences as of Q4 2024.

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