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Spire Wealth Management’s Metallus MTUS Stock Holding History

Spire Wealth Management’s Portfolio MTUS Stock Details MTUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-65,013
Closed -$1.22M – 2649
2022
Q2 		$1.22M Buy
65,013
+64,665
+18,582% +$1.37M 0.05% 293
2022
Q1 		$8K Buy
+348
New +$6.12K ﹤0.01% 2129
2021
Q3 		– Sell
-500
Closed -$7K – 2661
2021
Q2 		$7K Buy
+500
New +$6.75K ﹤0.01% 2249

Other funds holding MTUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Spire Wealth Management sold out of Metallus (MTUS) in Q3 2022, closing a stake of 65,013 shares — an estimated $1.22M sold.

Spire Wealth Management first reported a position in MTUS in Q2 2021 and held it in 3 quarters. The position peaked at $1.22M in Q2 2022. 196 funds tracked by Wall St. Rank hold MTUS as of Q3 2022.

  • Spire Wealth Management reported no remaining Metallus position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 65,013 Metallus shares in Q3 2022, an estimated $1.22M.
  • Spire Wealth Management first reported a position in Metallus in Q2 2021 and held it in 3 quarters.
  • Spire Wealth Management's Metallus position peaked at $1.22M in Q2 2022.
  • 196 funds tracked by Wall St. Rank held Metallus as of Q3 2022.

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