Spire Wealth Management’s Lazard Global Total Return & Income Fund LGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-190	Closed	-$4K	–	2720
2021 Q4	$4K	Buy	+190	New	+$3.85K	﹤0.01%	2636
2021 Q2	–	Sell	-190	Closed	-$4K	–	2800
2021 Q1	$4K	Buy	+190	New	+$3.53K	﹤0.01%	2698

Other funds holding LGI

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Spire Wealth Management sold out of Lazard Global Total Return & Income Fund (LGI) in Q1 2022, closing a stake of 190 shares — an estimated $4K sold.

Spire Wealth Management first reported a position in LGI in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 39 funds tracked by Wall St. Rank hold LGI as of Q1 2022.

Spire Wealth Management reported no remaining Lazard Global Total Return & Income Fund position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 190 Lazard Global Total Return & Income Fund shares in Q1 2022, an estimated $4K.
Spire Wealth Management first reported a position in Lazard Global Total Return & Income Fund in Q1 2021 and held it in 2 quarters.
Spire Wealth Management's Lazard Global Total Return & Income Fund position peaked at $4K in Q4 2021.
39 funds tracked by Wall St. Rank held Lazard Global Total Return & Income Fund as of Q1 2022.

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