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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EGM

Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 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.