SWM
MSB

Spire Wealth Management’s Mesabi Trust MSB Stock Holding History

Spire Wealth Management’s Portfolio MSB Stock Details MSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-360
Closed -$9K – 2455
2022
Q2 		$9K Hold
360
– – ﹤0.01% 1955
2022
Q1 		$10K Hold
360
– – ﹤0.01% 2035
2021
Q4 		$10K Hold
360
– – ﹤0.01% 2387
2021
Q3 		$11K Hold
360
– – ﹤0.01% 2068
2021
Q2 		$13K Hold
360
– – ﹤0.01% 2030
2021
Q1 		$11K Buy
+360
New +$10.1K ﹤0.01% 2382

Other funds holding MSB

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return

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

Spire Wealth Management sold out of Mesabi Trust (MSB) in Q3 2022, closing a stake of 360 shares — an estimated $9K sold.

Spire Wealth Management first reported a position in MSB in Q1 2021 and held it in 6 quarters. The position peaked at $13K in Q2 2021. 54 funds tracked by Wall St. Rank hold MSB as of Q3 2022.

  • Spire Wealth Management reported no remaining Mesabi Trust position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 360 Mesabi Trust shares in Q3 2022, an estimated $9K.
  • Spire Wealth Management first reported a position in Mesabi Trust in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's Mesabi Trust position peaked at $13K in Q2 2021.
  • 54 funds tracked by Wall St. Rank held Mesabi Trust as of Q3 2022.

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