SWM
IVC

Spire Wealth Management’s Invacare Corporation IVC Stock Holding History

Spire Wealth Management’s Portfolio IVC Stock Details IVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-200
Closed -$2K – 2677
2021
Q2 		$2K Hold
200
– – ﹤0.01% 2518
2021
Q1 		$2K Buy
+200
New +$1.86K ﹤0.01% 2907

Other funds holding IVC

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Spire Wealth Management's IVC Position: Q3 2021 in Review

Spire Wealth Management sold out of Invacare Corporation (IVC) in Q3 2021, closing a stake of 200 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in IVC in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 139 funds tracked by Wall St. Rank hold IVC as of Q3 2021.

  • Spire Wealth Management reported no remaining Invacare Corporation position as of Q3 2021 after selling out during the quarter.
  • Spire Wealth Management sold 200 Invacare Corporation shares in Q3 2021, an estimated $2K.
  • Spire Wealth Management first reported a position in Invacare Corporation in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Invacare Corporation position peaked at $2K in Q2 2021.
  • 139 funds tracked by Wall St. Rank held Invacare Corporation as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.