SWM
OCDX

Spire Wealth Management’s Ortho Clinical Diagnostics Holdings plc Ordinary Shares OCDX Stock Holding History

Spire Wealth Management’s Portfolio OCDX Stock Details OCDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,700
Closed -$88K – 2884
2022
Q1 		$88K Buy
4,700
+3,926
+507% +$70.6K ﹤0.01% 1210
2021
Q4 		$17K Buy
+774
New +$15.3K ﹤0.01% 2190

Other funds holding OCDX

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Spire Wealth Management's OCDX Position: Q2 2022 in Review

Spire Wealth Management sold out of Ortho Clinical Diagnostics Holdings plc Ordinary Shares (OCDX) in Q2 2022, closing a stake of 4,700 shares — an estimated $88K sold.

Spire Wealth Management first reported a position in OCDX in Q4 2021 and held it in 2 quarters. The position peaked at $88K in Q1 2022. 1 fund tracked by Wall St. Rank holds OCDX as of Q2 2022.

  • Spire Wealth Management reported no remaining Ortho Clinical Diagnostics Holdings plc Ordinary Shares position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 4,700 Ortho Clinical Diagnostics Holdings plc Ordinary Shares shares in Q2 2022, an estimated $88K.
  • Spire Wealth Management first reported a position in Ortho Clinical Diagnostics Holdings plc Ordinary Shares in Q4 2021 and held it in 2 quarters.
  • Spire Wealth Management's Ortho Clinical Diagnostics Holdings plc Ordinary Shares position peaked at $88K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held Ortho Clinical Diagnostics Holdings plc Ordinary Shares as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.