SWM
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Spire Wealth Management’s Pediatrix Medical MD Stock Holding History

Spire Wealth Management’s Portfolio MD Stock Details MD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-289
Closed -$4K – 2545
2022
Q4 		$4K Buy
+289
New +$4.72K ﹤0.01% 1903

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AllianceBernstein
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Spire Wealth Management sold out of Pediatrix Medical (MD) in Q1 2023, closing a stake of 289 shares — an estimated $4K sold.

Spire Wealth Management first reported a position in MD in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 214 funds tracked by Wall St. Rank hold MD as of Q1 2023.

  • Spire Wealth Management reported no remaining Pediatrix Medical position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 289 Pediatrix Medical shares in Q1 2023, an estimated $4K.
  • Spire Wealth Management first reported a position in Pediatrix Medical in Q4 2022 and held it in 1 quarter.
  • Spire Wealth Management's Pediatrix Medical position peaked at $4K in Q4 2022.
  • 214 funds tracked by Wall St. Rank held Pediatrix Medical as of Q1 2023.

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