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Spire Wealth Management’s Johnson Outdoors JOUT Stock Holding History

Spire Wealth Management’s Portfolio JOUT Stock Details JOUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-287
Closed -$10.4K – 2487
2024
Q3 		$10.4K Buy
287
+2
+0.7% +$74 ﹤0.01% 1615
2024
Q2 		$9.96K Buy
285
+3
+1% +$116 ﹤0.01% 1635
2024
Q1 		$13K Buy
282
+1
+0.4% +$46 ﹤0.01% 1633
2023
Q4 		$13.2K Sell
281
-103
-27% -$5.27K ﹤0.01% 1665
2023
Q3 		$21K Buy
384
+2
+0.5% +$113 ﹤0.01% 1485
2023
Q2 		$23.5K Buy
382
+2
+0.5% +$120 ﹤0.01% 1527
2023
Q1 		$23.9K Buy
380
+2
+0.5% +$129 ﹤0.01% 1549
2022
Q4 		$25K Buy
378
+2
+0.5% +$112 ﹤0.01% 1277
2022
Q3 		$19K Buy
376
+2
+0.5% +$125 ﹤0.01% 1349
2022
Q2 		$23K Buy
374
+2
+0.5% +$138 ﹤0.01% 1614
2022
Q1 		$29K Buy
372
+1
+0.3% +$84 ﹤0.01% 1657
2021
Q4 		$35K Buy
371
+1
+0.3% +$105 ﹤0.01% 1889
2021
Q3 		$39K Buy
370
+1
+0.3% +$114 ﹤0.01% 1578
2021
Q2 		$45K Buy
+369
New +$49.4K ﹤0.01% 1523

Other funds holding JOUT

JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

Spire Wealth Management sold out of Johnson Outdoors (JOUT) in Q4 2024, closing a stake of 287 shares — an estimated $10.4K sold.

Spire Wealth Management first reported a position in JOUT in Q2 2021 and held it in 14 quarters. The position peaked at $45K in Q2 2021. 119 funds tracked by Wall St. Rank hold JOUT as of Q4 2024.

  • Spire Wealth Management reported no remaining Johnson Outdoors position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 287 Johnson Outdoors shares in Q4 2024, an estimated $10.4K.
  • Spire Wealth Management first reported a position in Johnson Outdoors in Q2 2021 and held it in 14 quarters.
  • Spire Wealth Management's Johnson Outdoors position peaked at $45K in Q2 2021.
  • 119 funds tracked by Wall St. Rank held Johnson Outdoors as of Q4 2024.

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