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Spire Wealth Management’s Shenandoah Telecom SHEN Stock Holding History

Spire Wealth Management’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-75
Closed -$2K – 2546
2022
Q2 		$2K Buy
+75
New +$1.7K ﹤0.01% 2399

Other funds holding SHEN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Spire Wealth Management sold out of Shenandoah Telecom (SHEN) in Q3 2022, closing a stake of 75 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in SHEN in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 138 funds tracked by Wall St. Rank hold SHEN as of Q3 2022.

  • Spire Wealth Management reported no remaining Shenandoah Telecom position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 75 Shenandoah Telecom shares in Q3 2022, an estimated $2K.
  • Spire Wealth Management first reported a position in Shenandoah Telecom in Q2 2022 and held it in 1 quarter.
  • Spire Wealth Management's Shenandoah Telecom position peaked at $2K in Q2 2022.
  • 138 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q3 2022.

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