SWM
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Spire Wealth Management’s Rafael Holdings RFL Stock Holding History

Spire Wealth Management’s Portfolio RFL Stock Details RFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-765
Closed -$32K – 2898
2021
Q1 		$32K Buy
+765
New +$24.8K ﹤0.01% 1952

Other funds holding RFL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Spire Wealth Management's RFL Position: Q2 2021 in Review

Spire Wealth Management sold out of Rafael Holdings (RFL) in Q2 2021, closing a stake of 765 shares — an estimated $32K sold.

Spire Wealth Management first reported a position in RFL in Q1 2021 and held it in 1 quarter. The position peaked at $32K in Q1 2021. 70 funds tracked by Wall St. Rank hold RFL as of Q2 2021.

  • Spire Wealth Management reported no remaining Rafael Holdings position as of Q2 2021 after selling out during the quarter.
  • Spire Wealth Management sold 765 Rafael Holdings shares in Q2 2021, an estimated $32K.
  • Spire Wealth Management first reported a position in Rafael Holdings in Q1 2021 and held it in 1 quarter.
  • Spire Wealth Management's Rafael Holdings position peaked at $32K in Q1 2021.
  • 70 funds tracked by Wall St. Rank held Rafael Holdings as of Q2 2021.

Based on Spire Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.