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Spire Wealth Management’s Ring Energy REI Stock Holding History

Spire Wealth Management’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,865
Closed -$5.44K – 2510
2023
Q1 		$5.44K Hold
2,865
– – ﹤0.01% 2016
2022
Q4 		$7K Hold
2,865
– – ﹤0.01% 1749
2022
Q3 		$7K Sell
2,865
-100
-3% -$273 ﹤0.01% 1666
2022
Q2 		$8K Hold
2,965
– – ﹤0.01% 2002
2022
Q1 		$11K Hold
2,965
– – ﹤0.01% 2007
2021
Q4 		$7K Buy
+2,965
New +$9.18K ﹤0.01% 2492
2021
Q3 		– Sell
-11,140
Closed -$33K – 2632
2021
Q2 		$33K Sell
11,140
-3,000
-21% -$7.22K ﹤0.01% 1657
2021
Q1 		$33K Buy
+14,140
New +$26.9K ﹤0.01% 1936

Other funds holding REI

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Spire Wealth Management's REI Position: Q2 2023 in Review

Spire Wealth Management sold out of Ring Energy (REI) in Q2 2023, closing a stake of 2,865 shares — an estimated $5.44K sold.

Spire Wealth Management first reported a position in REI in Q1 2021 and held it in 8 quarters. The position peaked at $33K in Q2 2021. 123 funds tracked by Wall St. Rank hold REI as of Q2 2023.

  • Spire Wealth Management reported no remaining Ring Energy position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 2,865 Ring Energy shares in Q2 2023, an estimated $5.44K.
  • Spire Wealth Management first reported a position in Ring Energy in Q1 2021 and held it in 8 quarters.
  • Spire Wealth Management's Ring Energy position peaked at $33K in Q2 2021.
  • 123 funds tracked by Wall St. Rank held Ring Energy as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.