SWM
REGI

Spire Wealth Management’s Renewable Energy Group, Inc. REGI Stock Holding History

Spire Wealth Management’s Portfolio REGI Stock Details REGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-540
Closed -$33K – 2895
2022
Q1 		$33K Sell
540
-868
-62% -$42K ﹤0.01% 1614
2021
Q4 		$60K Buy
1,408
+88
+7% +$4.49K ﹤0.01% 1631
2021
Q3 		$66K Hold
1,320
– – ﹤0.01% 1365
2021
Q2 		$82K Hold
1,320
– – ﹤0.01% 1273
2021
Q1 		$87K Buy
+1,320
New +$113K ﹤0.01% 1457

Other funds holding REGI

HIC
Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Spire Wealth Management sold out of Renewable Energy Group, Inc. (REGI) in Q2 2022, closing a stake of 540 shares — an estimated $33K sold.

Spire Wealth Management first reported a position in REGI in Q1 2021 and held it in 5 quarters. The position peaked at $87K in Q1 2021. 5 funds tracked by Wall St. Rank hold REGI as of Q2 2022.

  • Spire Wealth Management reported no remaining Renewable Energy Group, Inc. position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 540 Renewable Energy Group, Inc. shares in Q2 2022, an estimated $33K.
  • Spire Wealth Management first reported a position in Renewable Energy Group, Inc. in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's Renewable Energy Group, Inc. position peaked at $87K in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Renewable Energy Group, Inc. as of Q2 2022.

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