SWM
SEE

Spire Wealth Management’s Sealed Air SEE Stock Holding History

Spire Wealth Management’s Portfolio SEE Stock Details SEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-43
Closed -$1.6K – 2373
2024
Q1 		$1.6K Sell
43
-158,044
-100% -$5.67M ﹤0.01% 2137
2023
Q4 		$5.57M Buy
158,087
+50,448
+47% +$1.65M 0.18% 123
2023
Q3 		$3.54M Buy
107,639
+25,761
+31% +$996K 0.13% 172
2023
Q2 		$3.28M Buy
81,878
+81,820
+141,069% +$3.48M 0.12% 171
2023
Q1 		$2.66K Buy
58
+40
+222% +$1.99K ﹤0.01% 2199
2022
Q4 		$1K Buy
18
+6
+50% +$293 ﹤0.01% 2244
2022
Q3 		$1K Sell
12
-2,740
-100% -$150K ﹤0.01% 2132
2022
Q2 		$159K Buy
2,752
+2,716
+7,544% +$171K 0.01% 846
2022
Q1 		$2K Sell
36
-2,984
-99% -$199K ﹤0.01% 2416
2021
Q4 		$204K Buy
+3,020
New +$188K ﹤0.01% 1080
2021
Q2 		– Sell
-4,004
Closed -$187K – 2916
2021
Q1 		$187K Buy
+4,004
New +$179K 0.01% 1095

Other funds holding SEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Spire Wealth Management's SEE Position: Q2 2024 in Review

Spire Wealth Management sold out of Sealed Air (SEE) in Q2 2024, closing a stake of 43 shares — an estimated $1.6K sold.

Spire Wealth Management first reported a position in SEE in Q1 2021 and held it in 11 quarters. The position peaked at $5.57M in Q4 2023. 440 funds tracked by Wall St. Rank hold SEE as of Q2 2024.

  • Spire Wealth Management reported no remaining Sealed Air position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 43 Sealed Air shares in Q2 2024, an estimated $1.6K.
  • Spire Wealth Management first reported a position in Sealed Air in Q1 2021 and held it in 11 quarters.
  • Spire Wealth Management's Sealed Air position peaked at $5.57M in Q4 2023.
  • 440 funds tracked by Wall St. Rank held Sealed Air as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.