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Spire Wealth Management’s Protolabs PRLB Stock Holding History

Spire Wealth Management’s Portfolio PRLB Stock Details PRLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-15
Closed -$1K – 2505
2022
Q2 		$1K Buy
+15
New +$696 ﹤0.01% 2565
2021
Q3 		– Sell
-15
Closed -$1K – 2630
2021
Q2 		$1K Hold
15
– – ﹤0.01% 2543
2021
Q1 		$2K Buy
+15
New +$2.49K ﹤0.01% 2874

Other funds holding PRLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Spire Wealth Management's PRLB Position: Q3 2022 in Review

Spire Wealth Management sold out of Protolabs (PRLB) in Q3 2022, closing a stake of 15 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in PRLB in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 211 funds tracked by Wall St. Rank hold PRLB as of Q3 2022.

  • Spire Wealth Management reported no remaining Protolabs position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 15 Protolabs shares in Q3 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in Protolabs in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Protolabs position peaked at $2K in Q1 2021.
  • 211 funds tracked by Wall St. Rank held Protolabs as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.