Spire Wealth Management’s Manitowoc MTW Stock Holding History

Spire Wealth Management’s Portfolio MTW Stock Details MTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,554	Closed	-$174K	–	2432
2023 Q3	$174K	Buy	+11,554	New	+$194K	0.01%	751

Other funds holding MTW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Spire Wealth Management's MTW Position: Q4 2023 in Review

Spire Wealth Management sold out of Manitowoc (MTW) in Q4 2023, closing a stake of 11,554 shares — an estimated $174K sold.

Spire Wealth Management first reported a position in MTW in Q3 2023 and held it in 1 quarter. The position peaked at $174K in Q3 2023. 168 funds tracked by Wall St. Rank hold MTW as of Q4 2023.

Spire Wealth Management reported no remaining Manitowoc position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 11,554 Manitowoc shares in Q4 2023, an estimated $174K.
Spire Wealth Management first reported a position in Manitowoc in Q3 2023 and held it in 1 quarter.
Spire Wealth Management's Manitowoc position peaked at $174K in Q3 2023.
168 funds tracked by Wall St. Rank held Manitowoc as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.