Spire Wealth Management
IPM icon

Spire Wealth Management’s Intelligent Protection Management Corp IPM Stock Holding History

Spire Wealth Management’s Portfolio IPM Stock Details IPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-300
Closed -$969 – 2528
2024
Q3 		$969 Hold
300
– – ﹤0.01% 2097
2024
Q2 		$1.21K Hold
300
– – ﹤0.01% 2092
2024
Q1 		$924 Hold
300
– – ﹤0.01% 2216
2023
Q4 		$933 Hold
300
– – ﹤0.01% 2279
2023
Q3 		$543 Hold
300
– – ﹤0.01% 2343
2023
Q2 		$561 Hold
300
– – ﹤0.01% 2375
2023
Q1 		$639 Buy
+300
New +$753 ﹤0.01% 2448
2022
Q3 		– Sell
-300
Closed -$1K – 2654
2022
Q2 		$1K Buy
+300
New +$676 ﹤0.01% 2607

Other funds holding IPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Engineers Gate Manager
Engineers Gate Manager New York $7.71B AUM 24.88% 1-Year Est. Return
GSA Capital Partners
GSA Capital Partners London, United Kingdom $1.59B AUM 39.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Spire Wealth Management sold out of Intelligent Protection Management Corp (IPM) in Q4 2024, closing a stake of 300 shares — an estimated $969 sold.

Spire Wealth Management first reported a position in IPM in Q2 2022 and held it in 8 quarters. The position peaked at $1.21K in Q2 2024. 15 funds tracked by Wall St. Rank hold IPM as of Q4 2024.

  • Spire Wealth Management reported no remaining Intelligent Protection Management Corp position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 300 Intelligent Protection Management Corp shares in Q4 2024, an estimated $969.
  • Spire Wealth Management first reported a position in Intelligent Protection Management Corp in Q2 2022 and held it in 8 quarters.
  • Spire Wealth Management's Intelligent Protection Management Corp position peaked at $1.21K in Q2 2024.
  • 15 funds tracked by Wall St. Rank held Intelligent Protection Management Corp as of Q4 2024.

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