SWM
NYC

Spire Wealth Management’s American Strategic Investment Co NYC Stock Holding History

Spire Wealth Management’s Portfolio NYC Stock Details NYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-123
Closed -$2K – 2558
2022
Q4 		$2K Buy
123
+92
+297% +$1.98K ﹤0.01% 2078
2022
Q3 		$1K Hold
31
– – ﹤0.01% 2109
2022
Q2 		$1K Buy
+31
New +$2.35K ﹤0.01% 2552
2022
Q1 		– Sell
-340
Closed -$29K – 2765
2021
Q4 		$29K Buy
+340
New +$20.5K ﹤0.01% 1973
2021
Q2 		– Sell
-267
Closed -$19K – 2849
2021
Q1 		$19K Buy
+267
New +$19.9K ﹤0.01% 2171

Other funds holding NYC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

Spire Wealth Management sold out of American Strategic Investment Co (NYC) in Q1 2023, closing a stake of 123 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in NYC in Q1 2021 and held it in 5 quarters. The position peaked at $29K in Q4 2021. 31 funds tracked by Wall St. Rank hold NYC as of Q1 2023.

  • Spire Wealth Management reported no remaining American Strategic Investment Co position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 123 American Strategic Investment Co shares in Q1 2023, an estimated $2K.
  • Spire Wealth Management first reported a position in American Strategic Investment Co in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's American Strategic Investment Co position peaked at $29K in Q4 2021.
  • 31 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q1 2023.

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