Spire Wealth Management’s Investors Bancorp, Inc. ISBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-37,001	Closed	-$561K	–	2995
2021 Q4	$561K	Buy	+37,001	New	+$570K	0.01%	658
2021 Q3	–	Sell	-7,110	Closed	-$101K	–	2683
2021 Q2	$101K	Sell	7,110 -61,482	-90%	-$908K	﹤0.01%	1180
2021 Q1	$1.01M	Buy	+68,592	New	+$886K	0.03%	433

Other funds holding ISBC

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

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Spire Wealth Management's ISBC Position: Q1 2022 in Review

Spire Wealth Management sold out of Investors Bancorp, Inc. (ISBC) in Q1 2022, closing a stake of 37,001 shares — an estimated $561K sold.

Spire Wealth Management first reported a position in ISBC in Q1 2021 and held it in 3 quarters. The position peaked at $1.01M in Q1 2021. 255 funds tracked by Wall St. Rank hold ISBC as of Q1 2022.

Spire Wealth Management reported no remaining Investors Bancorp, Inc. position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 37,001 Investors Bancorp, Inc. shares in Q1 2022, an estimated $561K.
Spire Wealth Management first reported a position in Investors Bancorp, Inc. in Q1 2021 and held it in 3 quarters.
Spire Wealth Management's Investors Bancorp, Inc. position peaked at $1.01M in Q1 2021.
255 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.