SWM
SNP

Spire Wealth Management’s CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES) SNP Stock Holding History

Spire Wealth Management’s Portfolio SNP Stock Details SNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-267
Closed -$12K – 2728
2022
Q2 		$12K Hold
267
– – ﹤0.01% 1867
2022
Q1 		$13K Sell
267
-20
-7% -$1K ﹤0.01% 1962
2021
Q4 		$13K Buy
287
+20
+7% +$967 ﹤0.01% 2293
2021
Q3 		$13K Hold
267
– – ﹤0.01% 2024
2021
Q2 		$14K Sell
267
-20
-7% -$1.06K ﹤0.01% 2017
2021
Q1 		$15K Buy
+287
New +$15K ﹤0.01% 2279

Other funds holding SNP

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SSG
Summit Securities Group New York $810M AUM 27.35% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

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

Spire Wealth Management sold out of CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES) (SNP) in Q3 2022, closing a stake of 267 shares — an estimated $12K sold.

Spire Wealth Management first reported a position in SNP in Q1 2021 and held it in 6 quarters. The position peaked at $15K in Q1 2021. 15 funds tracked by Wall St. Rank hold SNP as of Q3 2022.

  • Spire Wealth Management reported no remaining CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES) position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 267 CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES) shares in Q3 2022, an estimated $12K.
  • Spire Wealth Management first reported a position in CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES) in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES) position peaked at $15K in Q1 2021.
  • 15 funds tracked by Wall St. Rank held CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES) as of Q3 2022.

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