Spire Wealth Management’s Scienture Holdings SCNX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-164	Closed	-$738	–	2549
2023 Q1	$738	Sell	164 -4	-2%	-$23	﹤0.01%	2423
2022 Q4	$1K	Buy	168 +1	+0.6%	+$11	﹤0.01%	2274
2022 Q3	$3K	Hold	167	–	–	﹤0.01%	1909
2022 Q2	$4K	Sell	167 -166	-50%	-$4.19K	﹤0.01%	2226
2022 Q1	$14K	Hold	333	–	–	﹤0.01%	1931
2021 Q4	$12K	Hold	333	–	–	﹤0.01%	2327
2021 Q3	$25K	Hold	333	–	–	﹤0.01%	1772
2021 Q2	$22K	Hold	333	–	–	﹤0.01%	1843
2021 Q1	$26K	Buy	+333	New	+$31.5K	﹤0.01%	2054

Other funds holding SCNX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Spire Wealth Management sold out of Scienture Holdings (SCNX) in Q2 2023, closing a stake of 164 shares — an estimated $738 sold.

Spire Wealth Management first reported a position in SCNX in Q1 2021 and held it in 9 quarters. The position peaked at $26K in Q1 2021. 8 funds tracked by Wall St. Rank hold SCNX as of Q2 2023.

Spire Wealth Management reported no remaining Scienture Holdings position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 164 Scienture Holdings shares in Q2 2023, an estimated $738.
Spire Wealth Management first reported a position in Scienture Holdings in Q1 2021 and held it in 9 quarters.
Spire Wealth Management's Scienture Holdings position peaked at $26K in Q1 2021.
8 funds tracked by Wall St. Rank held Scienture Holdings as of Q2 2023.

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