Spire Wealth Management’s New Fortress Energy NFE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Hold	0	–	-$536	–	2432
2023 Q2	–	Hold	0	–	–	–	2379
2023 Q1	–	Hold	0	–	–	–	2460
2022 Q4	–	Hold	0	–	–	–	2215
2022 Q3	–	Sell	-3	Closed	-$7.53K	–	2104
2022 Q2	$6K	Hold	3	–	–	﹤0.01%	2083
2022 Q1	$6K	Buy	+3	New	+$4.04K	﹤0.01%	2201
2021 Q2	–	Sell	-1	Closed	-$1K	–	2835
2021 Q1	$1K	Buy	+1	New	+$2.45K	﹤0.01%	2946

Other funds holding NFE

GMP

Great Mountain Partners New Haven, Connecticut $9.28M AUM 89.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

FIG

Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Spire Wealth Management's NFE Position: Q3 2023 in Review

Spire Wealth Management held its New Fortress Energy (NFE) position steady in Q3 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2432.

Spire Wealth Management first reported a position in NFE in Q1 2021 and has held it in 3 quarters since. The position peaked at $6K in Q2 2022. 233 funds tracked by Wall St. Rank hold NFE as of Q3 2023.

Spire Wealth Management held 0 shares of New Fortress Energy worth $0 as of Q3 2023.
Spire Wealth Management left its New Fortress Energy share count unchanged in Q3 2023.
New Fortress Energy made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2023, its #2432 holding.
Spire Wealth Management first reported a position in New Fortress Energy in Q1 2021 and has held it in 3 quarters since.
Spire Wealth Management's New Fortress Energy position peaked at $6K in Q2 2022.
233 funds tracked by Wall St. Rank held New Fortress Energy as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.