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Spire Wealth Management’s Sigma Lithium SGML Stock Holding History

Spire Wealth Management’s Portfolio SGML Stock Details SGML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-500
Closed -$6.01K – 2254
2024
Q2 		$6.01K Hold
500
– – ﹤0.01% 1780
2024
Q1 		$6.48K Hold
500
– – ﹤0.01% 1863
2023
Q4 		$12K Sell
500
-450
-47% -$12.6K ﹤0.01% 1698
2023
Q3 		$30.8K Sell
950
-750
-44% -$26.8K ﹤0.01% 1354
2023
Q2 		$68.5K Sell
1,700
-4,050
-70% -$154K ﹤0.01% 1088
2023
Q1 		$216K Buy
5,750
+3,650
+174% +$117K 0.01% 701
2022
Q4 		$59K Sell
2,100
-2,550
-55% -$81.9K ﹤0.01% 929
2022
Q3 		$126K Buy
+4,650
New +$97.3K 0.01% 639

Other funds holding SGML

AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
NC
Nucleo Capital Sao Paulo, Sp, Brazil $29.1M AUM 59.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return

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

Spire Wealth Management sold out of Sigma Lithium (SGML) in Q3 2024, closing a stake of 500 shares — an estimated $6.01K sold.

Spire Wealth Management first reported a position in SGML in Q3 2022 and held it in 8 quarters. The position peaked at $216K in Q1 2023. 85 funds tracked by Wall St. Rank hold SGML as of Q3 2024.

  • Spire Wealth Management reported no remaining Sigma Lithium position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 500 Sigma Lithium shares in Q3 2024, an estimated $6.01K.
  • Spire Wealth Management first reported a position in Sigma Lithium in Q3 2022 and held it in 8 quarters.
  • Spire Wealth Management's Sigma Lithium position peaked at $216K in Q1 2023.
  • 85 funds tracked by Wall St. Rank held Sigma Lithium as of Q3 2024.

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