SWM
OFIX icon

Spire Wealth Management’s Orthofix Medical OFIX Stock Holding History

Spire Wealth Management’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-192
Closed -$2.79K – 2343
2024
Q1 		$2.79K Hold
192
– – ﹤0.01% 2035
2023
Q4 		$2.59K Hold
192
– – ﹤0.01% 2090
2023
Q3 		$2.47K Buy
192
+160
+500% +$2.88K ﹤0.01% 2087
2023
Q2 		$578 Hold
32
– – ﹤0.01% 2371
2023
Q1 		$536 Buy
+32
New +$626 ﹤0.01% 2465

Other funds holding OFIX

AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Spire Wealth Management's OFIX Position: Q2 2024 in Review

Spire Wealth Management sold out of Orthofix Medical (OFIX) in Q2 2024, closing a stake of 192 shares — an estimated $2.79K sold.

Spire Wealth Management first reported a position in OFIX in Q1 2023 and held it in 5 quarters. The position peaked at $2.79K in Q1 2024. 130 funds tracked by Wall St. Rank hold OFIX as of Q2 2024.

  • Spire Wealth Management reported no remaining Orthofix Medical position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 192 Orthofix Medical shares in Q2 2024, an estimated $2.79K.
  • Spire Wealth Management first reported a position in Orthofix Medical in Q1 2023 and held it in 5 quarters.
  • Spire Wealth Management's Orthofix Medical position peaked at $2.79K in Q1 2024.
  • 130 funds tracked by Wall St. Rank held Orthofix Medical as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.