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Spire Wealth Management’s Mesa Laboratories MLAB Stock Holding History

Spire Wealth Management’s Portfolio MLAB Stock Details MLAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-55
Closed -$7.07K – 2426
2023
Q2 		$7.07K Hold
55
– – ﹤0.01% 1909
2023
Q1 		$9.61K Hold
55
– – ﹤0.01% 1862
2022
Q4 		$9K Sell
55
-12
-18% -$1.88K ﹤0.01% 1664
2022
Q3 		$9K Sell
67
-2
-3% -$365 ﹤0.01% 1599
2022
Q2 		$14K Buy
69
+2
+3% +$438 ﹤0.01% 1802
2022
Q1 		$17K Sell
67
-13
-16% -$3.53K ﹤0.01% 1877
2021
Q4 		$26K Hold
80
– – ﹤0.01% 2023
2021
Q3 		$24K Hold
80
– – ﹤0.01% 1782
2021
Q2 		$22K Hold
80
– – ﹤0.01% 1834
2021
Q1 		$19K Buy
+80
New +$22K ﹤0.01% 2169

Other funds holding MLAB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Spire Wealth Management's MLAB Position: Q3 2023 in Review

Spire Wealth Management sold out of Mesa Laboratories (MLAB) in Q3 2023, closing a stake of 55 shares — an estimated $7.07K sold.

Spire Wealth Management first reported a position in MLAB in Q1 2021 and held it in 10 quarters. The position peaked at $26K in Q4 2021. 154 funds tracked by Wall St. Rank hold MLAB as of Q3 2023.

  • Spire Wealth Management reported no remaining Mesa Laboratories position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 55 Mesa Laboratories shares in Q3 2023, an estimated $7.07K.
  • Spire Wealth Management first reported a position in Mesa Laboratories in Q1 2021 and held it in 10 quarters.
  • Spire Wealth Management's Mesa Laboratories position peaked at $26K in Q4 2021.
  • 154 funds tracked by Wall St. Rank held Mesa Laboratories as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.