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Spire Wealth Management’s Midland States Bancorp MSBI Stock Holding History

Spire Wealth Management’s Portfolio MSBI Stock Details MSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-163
Closed -$4.1K – 2332
2024
Q1 		$4.1K Hold
163
– – ﹤0.01% 1974
2023
Q4 		$4.31K Hold
163
– – ﹤0.01% 1993
2023
Q3 		$3.35K Hold
163
– – ﹤0.01% 2030
2023
Q2 		$3.25K Hold
163
– – ﹤0.01% 2104
2023
Q1 		$3.49K Buy
+163
New +$4.09K ﹤0.01% 2124
2022
Q3 		– Sell
-163
Closed -$4K – 2456
2022
Q2 		$4K Buy
+163
New +$4.25K ﹤0.01% 2200

Other funds holding MSBI

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $4.12B AUM 32.66% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Spire Wealth Management's MSBI Position: Q2 2024 in Review

Spire Wealth Management sold out of Midland States Bancorp (MSBI) in Q2 2024, closing a stake of 163 shares — an estimated $4.1K sold.

Spire Wealth Management first reported a position in MSBI in Q2 2022 and held it in 6 quarters. The position peaked at $4.31K in Q4 2023. 119 funds tracked by Wall St. Rank hold MSBI as of Q2 2024.

  • Spire Wealth Management reported no remaining Midland States Bancorp position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 163 Midland States Bancorp shares in Q2 2024, an estimated $4.1K.
  • Spire Wealth Management first reported a position in Midland States Bancorp in Q2 2022 and held it in 6 quarters.
  • Spire Wealth Management's Midland States Bancorp position peaked at $4.31K in Q4 2023.
  • 119 funds tracked by Wall St. Rank held Midland States Bancorp as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.