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Spire Wealth Management’s Schneider National SNDR Stock Holding History

Spire Wealth Management’s Portfolio SNDR Stock Details SNDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-184
Closed -$4K – 2589
2022
Q4 		$4K Buy
+184
New +$4.3K ﹤0.01% 1921

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GKIM
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American Century Companies
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PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return

Spire Wealth Management's SNDR Position: Q1 2023 in Review

Spire Wealth Management sold out of Schneider National (SNDR) in Q1 2023, closing a stake of 184 shares — an estimated $4K sold.

Spire Wealth Management first reported a position in SNDR in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 244 funds tracked by Wall St. Rank hold SNDR as of Q1 2023.

  • Spire Wealth Management reported no remaining Schneider National position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 184 Schneider National shares in Q1 2023, an estimated $4K.
  • Spire Wealth Management first reported a position in Schneider National in Q4 2022 and held it in 1 quarter.
  • Spire Wealth Management's Schneider National position peaked at $4K in Q4 2022.
  • 244 funds tracked by Wall St. Rank held Schneider National as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.