SWM
RNAM

Spire Wealth Management’s Avidity Biosciences RNAM Stock Holding History

Spire Wealth Management’s Portfolio RNAM Stock Details RNAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,846
Closed -$182K – 2513
2023
Q1 		$182K Buy
+11,846
New +$261K 0.01% 754

Other funds holding RNAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

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

Spire Wealth Management sold out of Avidity Biosciences (RNAM) in Q2 2023, closing a stake of 11,846 shares — an estimated $182K sold.

Spire Wealth Management first reported a position in RNAM in Q1 2023 and held it in 1 quarter. The position peaked at $182K in Q1 2023. 143 funds tracked by Wall St. Rank hold RNAM as of Q2 2023.

  • Spire Wealth Management reported no remaining Avidity Biosciences position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 11,846 Avidity Biosciences shares in Q2 2023, an estimated $182K.
  • Spire Wealth Management first reported a position in Avidity Biosciences in Q1 2023 and held it in 1 quarter.
  • Spire Wealth Management's Avidity Biosciences position peaked at $182K in Q1 2023.
  • 143 funds tracked by Wall St. Rank held Avidity Biosciences as of Q2 2023.

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