SWM
SAFM

Spire Wealth Management’s Sanderson Farms Inc SAFM Stock Holding History

Spire Wealth Management’s Portfolio SAFM Stock Details SAFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-25
Closed -$5K – 2737
2022
Q2 		$5K Buy
+25
New +$4.89K ﹤0.01% 2164
2022
Q1 		– Sell
-100
Closed -$19K – 2989
2021
Q4 		$19K Buy
+100
New +$18.8K ﹤0.01% 2147

Other funds holding SAFM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Spire Wealth Management's SAFM Position: Q3 2022 in Review

Spire Wealth Management sold out of Sanderson Farms Inc (SAFM) in Q3 2022, closing a stake of 25 shares — an estimated $5K sold.

Spire Wealth Management first reported a position in SAFM in Q4 2021 and held it in 2 quarters. The position peaked at $19K in Q4 2021. 4 funds tracked by Wall St. Rank hold SAFM as of Q3 2022.

  • Spire Wealth Management reported no remaining Sanderson Farms Inc position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 25 Sanderson Farms Inc shares in Q3 2022, an estimated $5K.
  • Spire Wealth Management first reported a position in Sanderson Farms Inc in Q4 2021 and held it in 2 quarters.
  • Spire Wealth Management's Sanderson Farms Inc position peaked at $19K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Sanderson Farms Inc as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.