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Spire Wealth Management’s Sono-Tek SOTK Stock Holding History

Spire Wealth Management’s Portfolio SOTK Stock Details SOTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,002
Closed -$4.9K – 2377
2024
Q1 		$4.9K Buy
+1,002
New +$5.41K ﹤0.01% 1931

Other funds holding SOTK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
BMC
Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Spire Wealth Management's SOTK Position: Q2 2024 in Review

Spire Wealth Management sold out of Sono-Tek (SOTK) in Q2 2024, closing a stake of 1,002 shares — an estimated $4.9K sold.

Spire Wealth Management first reported a position in SOTK in Q1 2024 and held it in 1 quarter. The position peaked at $4.9K in Q1 2024. 23 funds tracked by Wall St. Rank hold SOTK as of Q2 2024.

  • Spire Wealth Management reported no remaining Sono-Tek position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 1,002 Sono-Tek shares in Q2 2024, an estimated $4.9K.
  • Spire Wealth Management first reported a position in Sono-Tek in Q1 2024 and held it in 1 quarter.
  • Spire Wealth Management's Sono-Tek position peaked at $4.9K in Q1 2024.
  • 23 funds tracked by Wall St. Rank held Sono-Tek as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.