SWM
SEVN

Spire Wealth Management’s Seven Hills Realty Trust SEVN Stock Holding History

Spire Wealth Management’s Portfolio SEVN Stock Details SEVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100
Closed -$1K – 2543
2022
Q2 		$1K Buy
+100
New +$1.09K ﹤0.01% 2570
2021
Q4 		– Sell
-100
Closed -$1K – 2993
2021
Q3 		$1K Hold
100
– – ﹤0.01% 2541
2021
Q2 		$1K Hold
100
– – ﹤0.01% 2546
2021
Q1 		$1K Buy
+100
New +$1.17K ﹤0.01% 2952

Other funds holding SEVN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Spire Wealth Management sold out of Seven Hills Realty Trust (SEVN) in Q3 2022, closing a stake of 100 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in SEVN in Q1 2021 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 34 funds tracked by Wall St. Rank hold SEVN as of Q3 2022.

  • Spire Wealth Management reported no remaining Seven Hills Realty Trust position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 100 Seven Hills Realty Trust shares in Q3 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in Seven Hills Realty Trust in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's Seven Hills Realty Trust position peaked at $1K in Q2 2022.
  • 34 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q3 2022.

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