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Spire Wealth Management’s Mine Safety MSA Stock Holding History

Spire Wealth Management’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100
Closed -$12K – 2454
2022
Q2 		$12K Hold
100
– – ﹤0.01% 1858
2022
Q1 		$13K Hold
100
– – ﹤0.01% 1953
2021
Q4 		$15K Hold
100
– – ﹤0.01% 2226
2021
Q3 		$15K Hold
100
– – ﹤0.01% 1966
2021
Q2 		$17K Hold
100
– – ﹤0.01% 1944
2021
Q1 		$15K Buy
+100
New +$16.1K ﹤0.01% 2267

Other funds holding MSA

APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Spire Wealth Management's MSA Position: Q3 2022 in Review

Spire Wealth Management sold out of Mine Safety (MSA) in Q3 2022, closing a stake of 100 shares — an estimated $12K sold.

Spire Wealth Management first reported a position in MSA in Q1 2021 and held it in 6 quarters. The position peaked at $17K in Q2 2021. 250 funds tracked by Wall St. Rank hold MSA as of Q3 2022.

  • Spire Wealth Management reported no remaining Mine Safety position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 100 Mine Safety shares in Q3 2022, an estimated $12K.
  • Spire Wealth Management first reported a position in Mine Safety in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's Mine Safety position peaked at $17K in Q2 2021.
  • 250 funds tracked by Wall St. Rank held Mine Safety as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.