SWM
SCS

Spire Wealth Management’s Steelcase SCS Stock Holding History

Spire Wealth Management’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-200
Closed -$2K – 2539
2022
Q2 		$2K Hold
200
– – ﹤0.01% 2398
2022
Q1 		$2K Sell
200
-43
-18% -$520 ﹤0.01% 2415
2021
Q4 		$3K Buy
243
+43
+22% +$518 ﹤0.01% 2717
2021
Q3 		$3K Hold
200
– – ﹤0.01% 2415
2021
Q2 		$3K Hold
200
– – ﹤0.01% 2435
2021
Q1 		$3K Buy
+200
New +$2.83K ﹤0.01% 2772

Other funds holding SCS

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Spire Wealth Management sold out of Steelcase (SCS) in Q3 2022, closing a stake of 200 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in SCS in Q1 2021 and held it in 6 quarters. The position peaked at $3K in Q4 2021. 192 funds tracked by Wall St. Rank hold SCS as of Q3 2022.

  • Spire Wealth Management reported no remaining Steelcase position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 200 Steelcase shares in Q3 2022, an estimated $2K.
  • Spire Wealth Management first reported a position in Steelcase in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's Steelcase position peaked at $3K in Q4 2021.
  • 192 funds tracked by Wall St. Rank held Steelcase as of Q3 2022.

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