SWM
PLYM

Spire Wealth Management’s Plymouth Industrial REIT PLYM Stock Holding History

Spire Wealth Management’s Portfolio PLYM Stock Details PLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-100
Closed -$3K – 2799
2022
Q1 		$3K Buy
+100
New +$2.76K ﹤0.01% 2341

Other funds holding PLYM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Spire Wealth Management sold out of Plymouth Industrial REIT (PLYM) in Q2 2022, closing a stake of 100 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in PLYM in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 157 funds tracked by Wall St. Rank hold PLYM as of Q2 2022.

  • Spire Wealth Management reported no remaining Plymouth Industrial REIT position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 100 Plymouth Industrial REIT shares in Q2 2022, an estimated $3K.
  • Spire Wealth Management first reported a position in Plymouth Industrial REIT in Q1 2022 and held it in 1 quarter.
  • Spire Wealth Management's Plymouth Industrial REIT position peaked at $3K in Q1 2022.
  • 157 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q2 2022.

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