SWM
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Spire Wealth Management’s Champion Homes SKY Stock Holding History

Spire Wealth Management’s Portfolio SKY Stock Details SKY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-60
Closed -$3K – 2392
2022
Q3 		$3K Buy
60
+35
+140% +$2.04K ﹤0.01% 1890
2022
Q2 		$1K Buy
+25
New +$1.29K ﹤0.01% 2574

Other funds holding SKY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spire Wealth Management's SKY Position: Q4 2022 in Review

Spire Wealth Management sold out of Champion Homes (SKY) in Q4 2022, closing a stake of 60 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in SKY in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 252 funds tracked by Wall St. Rank hold SKY as of Q4 2022.

  • Spire Wealth Management reported no remaining Champion Homes position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 60 Champion Homes shares in Q4 2022, an estimated $3K.
  • Spire Wealth Management first reported a position in Champion Homes in Q2 2022 and held it in 2 quarters.
  • Spire Wealth Management's Champion Homes position peaked at $3K in Q3 2022.
  • 252 funds tracked by Wall St. Rank held Champion Homes as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.