Spire Wealth Management’s Richardson Electronics RELL Stock Holding History

Spire Wealth Management’s Portfolio RELL Stock Details RELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,646	Closed	-$126K	–	2511
2023 Q1	$126K	Buy	+5,646	New	+$125K	﹤0.01%	890

Other funds holding RELL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PMAM

Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 5.97% 1-Year Est. Return

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

Spire Wealth Management sold out of Richardson Electronics (RELL) in Q2 2023, closing a stake of 5,646 shares — an estimated $126K sold.

Spire Wealth Management first reported a position in RELL in Q1 2023 and held it in 1 quarter. The position peaked at $126K in Q1 2023. 87 funds tracked by Wall St. Rank hold RELL as of Q2 2023.

Spire Wealth Management reported no remaining Richardson Electronics position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 5,646 Richardson Electronics shares in Q2 2023, an estimated $126K.
Spire Wealth Management first reported a position in Richardson Electronics in Q1 2023 and held it in 1 quarter.
Spire Wealth Management's Richardson Electronics position peaked at $126K in Q1 2023.
87 funds tracked by Wall St. Rank held Richardson Electronics as of Q2 2023.

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