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Spire Wealth Management’s PetMed Express PETS Stock Holding History

Spire Wealth Management’s Portfolio PETS Stock Details PETS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-414
Closed -$1.99K – 2352
2024
Q1 		$1.99K Buy
+414
New +$2.41K ﹤0.01% 2101
2022
Q3 		– Sell
-610
Closed -$12K – 2489
2022
Q2 		$12K Buy
610
+6
+1% +$134 ﹤0.01% 1860
2022
Q1 		$16K Buy
604
+404
+202% +$10.5K ﹤0.01% 1891
2021
Q4 		$5K Sell
200
-201
-50% -$5.56K ﹤0.01% 2571
2021
Q3 		$11K Sell
401
-100
-20% -$2.88K ﹤0.01% 2071
2021
Q2 		$16K Sell
501
-1
-0.2% -$32 ﹤0.01% 1966
2021
Q1 		$7K Buy
+502
New +$17.5K ﹤0.01% 2536

Other funds holding PETS

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Spire Wealth Management sold out of PetMed Express (PETS) in Q2 2024, closing a stake of 414 shares — an estimated $1.99K sold.

Spire Wealth Management first reported a position in PETS in Q1 2021 and held it in 7 quarters. The position peaked at $16K in Q1 2022. 117 funds tracked by Wall St. Rank hold PETS as of Q2 2024.

  • Spire Wealth Management reported no remaining PetMed Express position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 414 PetMed Express shares in Q2 2024, an estimated $1.99K.
  • Spire Wealth Management first reported a position in PetMed Express in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's PetMed Express position peaked at $16K in Q1 2022.
  • 117 funds tracked by Wall St. Rank held PetMed Express as of Q2 2024.

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