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Spire Wealth Management’s Sabesp SBS Stock Holding History

Spire Wealth Management’s Portfolio SBS Stock Details SBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-964
Closed -$1K – 2822
2021
Q4 		$1K Buy
+964
New +$1.25K ﹤0.01% 2891
2021
Q2 		– Sell
-964
Closed -$1K – 2913
2021
Q1 		$1K Buy
+964
New +$1.39K ﹤0.01% 2951

Other funds holding SBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Spire Wealth Management's SBS Position: Q1 2022 in Review

Spire Wealth Management sold out of Sabesp (SBS) in Q1 2022, closing a stake of 964 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in SBS in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 139 funds tracked by Wall St. Rank hold SBS as of Q1 2022.

  • Spire Wealth Management reported no remaining Sabesp position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 964 Sabesp shares in Q1 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in Sabesp in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Sabesp position peaked at $1K in Q4 2021.
  • 139 funds tracked by Wall St. Rank held Sabesp as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.