Spire Wealth Management’s LHC Group LLC LHCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-35	Closed	-$6K	–	2631
2022 Q4	$6K	Sell	35 -135	-79%	-$22.3K	﹤0.01%	1807
2022 Q3	$28K	Hold	170	–	–	﹤0.01%	1194
2022 Q2	$26K	Hold	170	–	–	﹤0.01%	1569
2022 Q1	$29K	Buy	+170	New	+$22.7K	﹤0.01%	1666
2021 Q3	–	Sell	-1,200	Closed	-$240K	–	2675
2021 Q2	$240K	Hold	1,200	–	–	0.01%	872
2021 Q1	$229K	Buy	+1,200	New	+$240K	0.01%	1006

Other funds holding LHCG

LIC

Laurus Investment Counsel Toronto, Canada $102M AUM 0% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Spire Wealth Management's LHCG Position: Q1 2023 in Review

Spire Wealth Management sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 35 shares — an estimated $6K sold.

Spire Wealth Management first reported a position in LHCG in Q1 2021 and held it in 6 quarters. The position peaked at $240K in Q2 2021. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

Spire Wealth Management reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 35 LHC Group LLC shares in Q1 2023, an estimated $6K.
Spire Wealth Management first reported a position in LHC Group LLC in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's LHC Group LLC position peaked at $240K in Q2 2021.
2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.