Spire Wealth Management’s Koss Corp KOSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,000	Closed	-$9K	–	2761
2022 Q1	$9K	Buy	+1,000	New	+$8.52K	﹤0.01%	2065
2021 Q4	–	Sell	-930	Closed	-$15K	–	2970
2021 Q3	$15K	Buy	930 +430	+86%	+$7.93K	﹤0.01%	1965
2021 Q2	$12K	Hold	500	–	–	﹤0.01%	2060
2021 Q1	$11K	Buy	+500	New	+$8.84K	﹤0.01%	2380

Other funds holding KOSS

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

Spire Wealth Management's KOSS Position: Q2 2022 in Review

Spire Wealth Management sold out of Koss Corp (KOSS) in Q2 2022, closing a stake of 1,000 shares — an estimated $9K sold.

Spire Wealth Management first reported a position in KOSS in Q1 2021 and held it in 4 quarters. The position peaked at $15K in Q3 2021. 19 funds tracked by Wall St. Rank hold KOSS as of Q2 2022.

Spire Wealth Management reported no remaining Koss Corp position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 1,000 Koss Corp shares in Q2 2022, an estimated $9K.
Spire Wealth Management first reported a position in Koss Corp in Q1 2021 and held it in 4 quarters.
Spire Wealth Management's Koss Corp position peaked at $15K in Q3 2021.
19 funds tracked by Wall St. Rank held Koss Corp as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.