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Spire Wealth Management’s Ocean Power Technologies OPTT Stock Holding History

Spire Wealth Management’s Portfolio OPTT Stock Details OPTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,250
Closed -$12K – 2981
2021
Q3 		$12K Buy
5,250
+1,750
+50% +$3.67K ﹤0.01% 2047
2021
Q2 		$9K Buy
+3,500
New +$8.66K ﹤0.01% 2161

Other funds holding OPTT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spire Wealth Management's OPTT Position: Q4 2021 in Review

Spire Wealth Management sold out of Ocean Power Technologies (OPTT) in Q4 2021, closing a stake of 5,250 shares — an estimated $12K sold.

Spire Wealth Management first reported a position in OPTT in Q2 2021 and held it in 2 quarters. The position peaked at $12K in Q3 2021. 44 funds tracked by Wall St. Rank hold OPTT as of Q4 2021.

  • Spire Wealth Management reported no remaining Ocean Power Technologies position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 5,250 Ocean Power Technologies shares in Q4 2021, an estimated $12K.
  • Spire Wealth Management first reported a position in Ocean Power Technologies in Q2 2021 and held it in 2 quarters.
  • Spire Wealth Management's Ocean Power Technologies position peaked at $12K in Q3 2021.
  • 44 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.