Spire Wealth Management’s MBIA MBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-67	Closed	-$1K	–	2731
2021 Q4	$1K	Buy	+67	New	+$884	﹤0.01%	2878
2021 Q2	–	Sell	-817	Closed	-$8K	–	2812
2021 Q1	$8K	Buy	+817	New	+$6.33K	﹤0.01%	2480

Other funds holding MBI

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

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

Spire Wealth Management sold out of MBIA (MBI) in Q1 2022, closing a stake of 67 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in MBI in Q1 2021 and held it in 2 quarters. The position peaked at $8K in Q1 2021. 124 funds tracked by Wall St. Rank hold MBI as of Q1 2022.

Spire Wealth Management reported no remaining MBIA position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 67 MBIA shares in Q1 2022, an estimated $1K.
Spire Wealth Management first reported a position in MBIA in Q1 2021 and held it in 2 quarters.
Spire Wealth Management's MBIA position peaked at $8K in Q1 2021.
124 funds tracked by Wall St. Rank held MBIA as of Q1 2022.

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