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Spire Wealth Management’s Microvast MVST Stock Holding History

Spire Wealth Management’s Portfolio MVST Stock Details MVST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-175,499
Closed -$80.7K – 2238
2024
Q2 		$80.7K Sell
175,499
-11,830
-6% -$5.31K ﹤0.01% 961
2024
Q1 		$157K Buy
+187,329
New +$167K ﹤0.01% 844
2021
Q2 		– Sell
-1,000
Closed -$12K – 2829
2021
Q1 		$12K Buy
+1,000
New +$16.3K ﹤0.01% 2352

Other funds holding MVST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spire Wealth Management's MVST Position: Q3 2024 in Review

Spire Wealth Management sold out of Microvast (MVST) in Q3 2024, closing a stake of 175,499 shares — an estimated $80.7K sold.

Spire Wealth Management first reported a position in MVST in Q1 2021 and held it in 3 quarters. The position peaked at $157K in Q1 2024. 65 funds tracked by Wall St. Rank hold MVST as of Q3 2024.

  • Spire Wealth Management reported no remaining Microvast position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 175,499 Microvast shares in Q3 2024, an estimated $80.7K.
  • Spire Wealth Management first reported a position in Microvast in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Microvast position peaked at $157K in Q1 2024.
  • 65 funds tracked by Wall St. Rank held Microvast as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.