SWM
MZTI

Spire Wealth Management’s The Marzetti Company MZTI Stock Holding History

Spire Wealth Management’s Portfolio MZTI Stock Details MZTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4
Closed -$1K – 2536
2022
Q4 		$1K Buy
+4
New +$760 ﹤0.01% 2203
2022
Q3 		– Sell
-4
Closed -$1K – 2417
2022
Q2 		$1K Buy
+4
New +$548 ﹤0.01% 2529

Other funds holding MZTI

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Spire Wealth Management's MZTI Position: Q1 2023 in Review

Spire Wealth Management sold out of The Marzetti Company (MZTI) in Q1 2023, closing a stake of 4 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in MZTI in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q4 2022. 312 funds tracked by Wall St. Rank hold MZTI as of Q1 2023.

  • Spire Wealth Management reported no remaining The Marzetti Company position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 4 The Marzetti Company shares in Q1 2023, an estimated $1K.
  • Spire Wealth Management first reported a position in The Marzetti Company in Q2 2022 and held it in 2 quarters.
  • Spire Wealth Management's The Marzetti Company position peaked at $1K in Q4 2022.
  • 312 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.