SWM
PEI

Spire Wealth Management’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Spire Wealth Management’s Portfolio PEI Stock Details PEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-333
Closed -$3K – 2894
2022
Q1 		$3K Hold
333
– – ﹤0.01% 2365
2021
Q4 		$5K Hold
333
– – ﹤0.01% 2597
2021
Q3 		$10K Hold
333
– – ﹤0.01% 2112
2021
Q2 		$12K Hold
333
– – ﹤0.01% 2071
2021
Q1 		$10K Buy
+333
New +$9.9K ﹤0.01% 2428

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

Spire Wealth Management sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q2 2022, closing a stake of 333 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in PEI in Q1 2021 and held it in 5 quarters. The position peaked at $12K in Q2 2021. 40 funds tracked by Wall St. Rank hold PEI as of Q2 2022.

  • Spire Wealth Management reported no remaining Pennsylvania Real Estate Investment Trust position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 333 Pennsylvania Real Estate Investment Trust shares in Q2 2022, an estimated $3K.
  • Spire Wealth Management first reported a position in Pennsylvania Real Estate Investment Trust in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's Pennsylvania Real Estate Investment Trust position peaked at $12K in Q2 2021.
  • 40 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q2 2022.

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