SWM
ONC

Spire Wealth Management’s BeOne Medicines Ltd ONC Stock Holding History

Spire Wealth Management’s Portfolio ONC Stock Details ONC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8
Closed -$1.44K – 2479
2023
Q3 		$1.44K Hold
8
– – ﹤0.01% 2193
2023
Q2 		$1.43K Hold
8
– – ﹤0.01% 2248
2023
Q1 		$1.72K Hold
8
– – ﹤0.01% 2291
2022
Q4 		$2K Buy
+8
New +$1.47K ﹤0.01% 2121
2022
Q1 		– Sell
-12
Closed -$3K – 2927
2021
Q4 		$3K Buy
+12
New +$4.05K ﹤0.01% 2735
2021
Q2 		– Sell
-12
Closed -$4K – 3012
2021
Q1 		$4K Buy
+12
New +$3.97K ﹤0.01% 2715

Other funds holding ONC

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return

Spire Wealth Management's ONC Position: Q4 2023 in Review

Spire Wealth Management sold out of BeOne Medicines Ltd (ONC) in Q4 2023, closing a stake of 8 shares — an estimated $1.44K sold.

Spire Wealth Management first reported a position in ONC in Q1 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2021. 204 funds tracked by Wall St. Rank hold ONC as of Q4 2023.

  • Spire Wealth Management reported no remaining BeOne Medicines Ltd position as of Q4 2023 after selling out during the quarter.
  • Spire Wealth Management sold 8 BeOne Medicines Ltd shares in Q4 2023, an estimated $1.44K.
  • Spire Wealth Management first reported a position in BeOne Medicines Ltd in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's BeOne Medicines Ltd position peaked at $4K in Q1 2021.
  • 204 funds tracked by Wall St. Rank held BeOne Medicines Ltd as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.