SWM
SA

Spire Wealth Management’s Seabridge Gold SA Stock Holding History

Spire Wealth Management’s Portfolio SA Stock Details SA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-923
Closed -$9.74K – 2455
2023
Q3 		$9.74K Buy
+923
New +$10.9K ﹤0.01% 1740

Other funds holding SA

National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Spire Wealth Management's SA Position: Q4 2023 in Review

Spire Wealth Management sold out of Seabridge Gold (SA) in Q4 2023, closing a stake of 923 shares — an estimated $9.74K sold.

Spire Wealth Management first reported a position in SA in Q3 2023 and held it in 1 quarter. The position peaked at $9.74K in Q3 2023. 143 funds tracked by Wall St. Rank hold SA as of Q4 2023.

  • Spire Wealth Management reported no remaining Seabridge Gold position as of Q4 2023 after selling out during the quarter.
  • Spire Wealth Management sold 923 Seabridge Gold shares in Q4 2023, an estimated $9.74K.
  • Spire Wealth Management first reported a position in Seabridge Gold in Q3 2023 and held it in 1 quarter.
  • Spire Wealth Management's Seabridge Gold position peaked at $9.74K in Q3 2023.
  • 143 funds tracked by Wall St. Rank held Seabridge Gold as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.