Spire Wealth Management’s LMP Capital and Income Fund SCD Stock Holding History

Spire Wealth Management’s Portfolio SCD Stock Details SCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,000	Closed	-$31K	–	2253
2024 Q2	$31K	Sell	2,000 -1,209	-38%	-$18.4K	﹤0.01%	1277
2024 Q1	$50.2K	Buy	3,209 +4	+0.1%	+$57	﹤0.01%	1213
2023 Q4	$43.8K	Buy	3,205 +5	+0.2%	+$63	﹤0.01%	1248
2023 Q3	$40K	Sell	3,200 -1,000	-24%	-$12.8K	﹤0.01%	1246
2023 Q2	$53.8K	Hold	4,200	–	–	﹤0.01%	1171
2023 Q1	$51.3K	Hold	4,200	–	–	﹤0.01%	1196
2022 Q4	$51K	Hold	4,200	–	–	﹤0.01%	987
2022 Q3	$47K	Hold	4,200	–	–	﹤0.01%	973
2022 Q2	$52K	Hold	4,200	–	–	﹤0.01%	1278
2022 Q1	$61K	Hold	4,200	–	–	﹤0.01%	1370
2021 Q4	$64K	Hold	4,200	–	–	﹤0.01%	1603
2021 Q3	$58K	Hold	4,200	–	–	﹤0.01%	1409
2021 Q2	$61K	Sell	4,200 -722	-15%	-$9.94K	﹤0.01%	1398
2021 Q1	$63K	Buy	+4,922	New	+$60K	﹤0.01%	1613

Other funds holding SCD

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

SLC

Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Spire Wealth Management's SCD Position: Q3 2024 in Review

Spire Wealth Management sold out of LMP Capital and Income Fund (SCD) in Q3 2024, closing a stake of 2,000 shares — an estimated $31K sold.

Spire Wealth Management first reported a position in SCD in Q1 2021 and held it in 14 quarters. The position peaked at $64K in Q4 2021. 40 funds tracked by Wall St. Rank hold SCD as of Q3 2024.

Spire Wealth Management reported no remaining LMP Capital and Income Fund position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 2,000 LMP Capital and Income Fund shares in Q3 2024, an estimated $31K.
Spire Wealth Management first reported a position in LMP Capital and Income Fund in Q1 2021 and held it in 14 quarters.
Spire Wealth Management's LMP Capital and Income Fund position peaked at $64K in Q4 2021.
40 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.