Spire Wealth Management’s Morgan Stanley India Investment Fund IIF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,216	Closed	-$27K	–	2381
2022 Q2	$27K	Hold	1,216	–	–	﹤0.01%	1543
2022 Q1	$31K	Buy	1,216 +42	+4%	+$1.08K	﹤0.01%	1629
2021 Q4	$31K	Hold	1,174	–	–	﹤0.01%	1932
2021 Q3	$32K	Hold	1,174	–	–	﹤0.01%	1659
2021 Q2	$29K	Sell	1,174 -1	-0.1%	-$24	﹤0.01%	1720
2021 Q1	$27K	Buy	+1,175	New	+$27.1K	﹤0.01%	2029

Other funds holding IIF

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Spire Wealth Management's IIF Position: Q3 2022 in Review

Spire Wealth Management sold out of Morgan Stanley India Investment Fund (IIF) in Q3 2022, closing a stake of 1,216 shares — an estimated $27K sold.

Spire Wealth Management first reported a position in IIF in Q1 2021 and held it in 6 quarters. The position peaked at $32K in Q3 2021. 43 funds tracked by Wall St. Rank hold IIF as of Q3 2022.

Spire Wealth Management reported no remaining Morgan Stanley India Investment Fund position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 1,216 Morgan Stanley India Investment Fund shares in Q3 2022, an estimated $27K.
Spire Wealth Management first reported a position in Morgan Stanley India Investment Fund in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's Morgan Stanley India Investment Fund position peaked at $32K in Q3 2021.
43 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.