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Spire Wealth Management’s Marten Transport MRTN Stock Holding History

Spire Wealth Management’s Portfolio MRTN Stock Details MRTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,233
Closed -$25.8K – 2479
2023
Q1 		$25.8K Sell
1,233
-484
-28% -$10.3K ﹤0.01% 1510
2022
Q4 		$34K Hold
1,717
– – ﹤0.01% 1138
2022
Q3 		$33K Sell
1,717
-1,712
-50% -$34.3K ﹤0.01% 1112
2022
Q2 		$58K Buy
3,429
+7
+0.2% +$120 ﹤0.01% 1232
2022
Q1 		$61K Buy
3,422
+5
+0.1% +$88 ﹤0.01% 1369
2021
Q4 		$59K Buy
3,417
+60
+2% +$993 ﹤0.01% 1636
2021
Q3 		$53K Hold
3,357
– – ﹤0.01% 1452
2021
Q2 		$55K Buy
3,357
+4
+0.1% +$68 ﹤0.01% 1445
2021
Q1 		$57K Buy
+3,353
New +$56.7K ﹤0.01% 1662

Other funds holding MRTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Spire Wealth Management sold out of Marten Transport (MRTN) in Q2 2023, closing a stake of 1,233 shares — an estimated $25.8K sold.

Spire Wealth Management first reported a position in MRTN in Q1 2021 and held it in 9 quarters. The position peaked at $61K in Q1 2022. 194 funds tracked by Wall St. Rank hold MRTN as of Q2 2023.

  • Spire Wealth Management reported no remaining Marten Transport position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 1,233 Marten Transport shares in Q2 2023, an estimated $25.8K.
  • Spire Wealth Management first reported a position in Marten Transport in Q1 2021 and held it in 9 quarters.
  • Spire Wealth Management's Marten Transport position peaked at $61K in Q1 2022.
  • 194 funds tracked by Wall St. Rank held Marten Transport as of Q2 2023.

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