SWM
SOGP

Spire Wealth Management’s Sound Group SOGP Stock Holding History

Spire Wealth Management’s Portfolio SOGP Stock Details SOGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-140
Closed -$4K – 2996
2021
Q3 		$4K Hold
140
– – ﹤0.01% 2355
2021
Q2 		$10K Buy
+140
New +$8.97K ﹤0.01% 2129

Other funds holding SOGP

AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Spire Wealth Management's SOGP Position: Q4 2021 in Review

Spire Wealth Management sold out of Sound Group (SOGP) in Q4 2021, closing a stake of 140 shares — an estimated $4K sold.

Spire Wealth Management first reported a position in SOGP in Q2 2021 and held it in 2 quarters. The position peaked at $10K in Q2 2021. 21 funds tracked by Wall St. Rank hold SOGP as of Q4 2021.

  • Spire Wealth Management reported no remaining Sound Group position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 140 Sound Group shares in Q4 2021, an estimated $4K.
  • Spire Wealth Management first reported a position in Sound Group in Q2 2021 and held it in 2 quarters.
  • Spire Wealth Management's Sound Group position peaked at $10K in Q2 2021.
  • 21 funds tracked by Wall St. Rank held Sound Group as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.