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Spire Wealth Management’s SL Green Realty SLG Stock Holding History

Spire Wealth Management’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-14
Closed -$1K – 2393
2022
Q3 		$1K Hold
14
– – ﹤0.01% 2136
2022
Q2 		$1K Buy
+14
New +$890 ﹤0.01% 2576
2022
Q1 		– Sell
-203
Closed -$15K – 2833
2021
Q4 		$15K Buy
+203
New +$14.9K ﹤0.01% 2231
2021
Q2 		– Sell
-214
Closed -$15K – 2921
2021
Q1 		$15K Buy
+214
New +$14.4K ﹤0.01% 2274

Other funds holding SLG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Spire Wealth Management sold out of SL Green Realty (SLG) in Q4 2022, closing a stake of 14 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in SLG in Q1 2021 and held it in 4 quarters. The position peaked at $15K in Q4 2021. 286 funds tracked by Wall St. Rank hold SLG as of Q4 2022.

  • Spire Wealth Management reported no remaining SL Green Realty position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 14 SL Green Realty shares in Q4 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in SL Green Realty in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's SL Green Realty position peaked at $15K in Q4 2021.
  • 286 funds tracked by Wall St. Rank held SL Green Realty as of Q4 2022.

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