Spire Wealth Management
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Spire Wealth Management’s MRC Global MRC Stock Holding History

Spire Wealth Management’s Portfolio MRC Stock Details MRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20,966
Closed -$204K – 2478
2023
Q1 		$204K Buy
+20,966
New +$238K 0.01% 722
2022
Q4 		– Sell
-33,716
Closed -$242K – 2368
2022
Q3 		$242K Sell
33,716
-450
-1% -$4.43K 0.01% 482
2022
Q2 		$340K Buy
+34,166
New +$379K 0.01% 590

Other funds holding MRC

Vanguard Group
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Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Frontier Capital Management
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return

Spire Wealth Management's MRC Position: Q2 2023 in Review

Spire Wealth Management sold out of MRC Global (MRC) in Q2 2023, closing a stake of 20,966 shares — an estimated $204K sold.

Spire Wealth Management first reported a position in MRC in Q2 2022 and held it in 3 quarters. The position peaked at $340K in Q2 2022. 154 funds tracked by Wall St. Rank hold MRC as of Q2 2023.

  • Spire Wealth Management reported no remaining MRC Global position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 20,966 MRC Global shares in Q2 2023, an estimated $204K.
  • Spire Wealth Management first reported a position in MRC Global in Q2 2022 and held it in 3 quarters.
  • Spire Wealth Management's MRC Global position peaked at $340K in Q2 2022.
  • 154 funds tracked by Wall St. Rank held MRC Global as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.