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Spire Wealth Management’s Idaho Strategic Resources IDR Stock Holding History

Spire Wealth Management’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,790
Closed -$254K – 2480
2024
Q3 		$254K Buy
+15,790
New +$189K 0.01% 678

Other funds holding IDR

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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

Spire Wealth Management sold out of Idaho Strategic Resources (IDR) in Q4 2024, closing a stake of 15,790 shares — an estimated $254K sold.

Spire Wealth Management first reported a position in IDR in Q3 2024 and held it in 1 quarter. The position peaked at $254K in Q3 2024. 58 funds tracked by Wall St. Rank hold IDR as of Q4 2024.

  • Spire Wealth Management reported no remaining Idaho Strategic Resources position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 15,790 Idaho Strategic Resources shares in Q4 2024, an estimated $254K.
  • Spire Wealth Management first reported a position in Idaho Strategic Resources in Q3 2024 and held it in 1 quarter.
  • Spire Wealth Management's Idaho Strategic Resources position peaked at $254K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q4 2024.

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