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Spire Wealth Management’s Nu Skin NUS Stock Holding History

Spire Wealth Management’s Portfolio NUS Stock Details NUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-40
Closed -$1.57K – 2485
2023
Q1 		$1.57K Sell
40
-169
-81% -$7.03K ﹤0.01% 2309
2022
Q4 		$9K Buy
+209
New +$8.04K ﹤0.01% 1665

Other funds holding NUS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Spire Wealth Management's NUS Position: Q2 2023 in Review

Spire Wealth Management sold out of Nu Skin (NUS) in Q2 2023, closing a stake of 40 shares — an estimated $1.57K sold.

Spire Wealth Management first reported a position in NUS in Q4 2022 and held it in 2 quarters. The position peaked at $9K in Q4 2022. 219 funds tracked by Wall St. Rank hold NUS as of Q2 2023.

  • Spire Wealth Management reported no remaining Nu Skin position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 40 Nu Skin shares in Q2 2023, an estimated $1.57K.
  • Spire Wealth Management first reported a position in Nu Skin in Q4 2022 and held it in 2 quarters.
  • Spire Wealth Management's Nu Skin position peaked at $9K in Q4 2022.
  • 219 funds tracked by Wall St. Rank held Nu Skin as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.