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Spire Wealth Management’s St. Joe Company JOE Stock Holding History

Spire Wealth Management’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-324
Closed -$15.5K – 2424
2025
Q2 		$15.5K Hold
324
– – ﹤0.01% 1596
2025
Q1 		$15.2K Hold
324
– – ﹤0.01% 1702
2024
Q4 		$14.6K Hold
324
– – ﹤0.01% 1728
2024
Q3 		$18.9K Hold
324
– – ﹤0.01% 1455
2024
Q2 		$17.7K Buy
+324
New +$18.2K ﹤0.01% 1481
2024
Q1 		– Sell
-287
Closed -$16.2K – 2355
2023
Q4 		$16.2K Buy
287
+40
+16% +$2.1K ﹤0.01% 1601
2023
Q3 		$13.4K Buy
+247
New +$14.3K ﹤0.01% 1643
2023
Q1 		– Sell
-114
Closed -$4K – 2535
2022
Q4 		$4K Hold
114
– – ﹤0.01% 1897
2022
Q3 		$4K Hold
114
– – ﹤0.01% 1798
2022
Q2 		$5K Sell
114
-1,605
-93% -$80K ﹤0.01% 2133
2022
Q1 		$102K Sell
1,719
-9,987
-85% -$517K ﹤0.01% 1155
2021
Q4 		$609K Buy
11,706
+1,854
+19% +$89.9K 0.01% 626
2021
Q3 		$414K Sell
9,852
-644
-6% -$28.4K 0.01% 656
2021
Q2 		$468K Sell
10,496
-822
-7% -$37.1K 0.01% 628
2021
Q1 		$487K Buy
+11,318
New +$541K 0.01% 677

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return

Spire Wealth Management's JOE Position: Q3 2025 in Review

Spire Wealth Management sold out of St. Joe Company (JOE) in Q3 2025, closing a stake of 324 shares — an estimated $15.5K sold.

Spire Wealth Management first reported a position in JOE in Q1 2021 and held it in 15 quarters. The position peaked at $609K in Q4 2021. 275 funds tracked by Wall St. Rank hold JOE as of Q3 2025.

  • Spire Wealth Management reported no remaining St. Joe Company position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 324 St. Joe Company shares in Q3 2025, an estimated $15.5K.
  • Spire Wealth Management first reported a position in St. Joe Company in Q1 2021 and held it in 15 quarters.
  • Spire Wealth Management's St. Joe Company position peaked at $609K in Q4 2021.
  • 275 funds tracked by Wall St. Rank held St. Joe Company as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.