Spire Wealth Management’s Logility Supply Chain Solutions, Inc. Common Stock LGTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,637	Closed	-$18.1K	–	2601
2024 Q4	$18.1K	Hold	1,637	–	–	﹤0.01%	1654
2024 Q3	$18.3K	Sell	1,637 -363	-18%	-$3.77K	﹤0.01%	1466
2024 Q2	$18.3K	Buy	+2,000	New	+$20.4K	﹤0.01%	1469
2022 Q1	–	Sell	-792	Closed	-$21K	–	2934
2021 Q4	$21K	Buy	+792	New	+$21.1K	﹤0.01%	2107
2021 Q2	–	Sell	-1,777	Closed	-$37K	–	3019
2021 Q1	$37K	Buy	+1,777	New	+$35.6K	﹤0.01%	1882

Other funds holding LGTY

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIC

Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Spire Wealth Management's LGTY Position: Q1 2025 in Review

Spire Wealth Management sold out of Logility Supply Chain Solutions, Inc. Common Stock (LGTY) in Q1 2025, closing a stake of 1,637 shares — an estimated $18.1K sold.

Spire Wealth Management first reported a position in LGTY in Q1 2021 and held it in 5 quarters. The position peaked at $37K in Q1 2021. 138 funds tracked by Wall St. Rank hold LGTY as of Q1 2025.

Spire Wealth Management reported no remaining Logility Supply Chain Solutions, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
Spire Wealth Management sold 1,637 Logility Supply Chain Solutions, Inc. Common Stock shares in Q1 2025, an estimated $18.1K.
Spire Wealth Management first reported a position in Logility Supply Chain Solutions, Inc. Common Stock in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's Logility Supply Chain Solutions, Inc. Common Stock position peaked at $37K in Q1 2021.
138 funds tracked by Wall St. Rank held Logility Supply Chain Solutions, Inc. Common Stock as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.