SWM
STEL

Spire Wealth Management’s Stellar Bancorp STEL Stock Holding History

Spire Wealth Management’s Portfolio STEL Stock Details STEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-28,221
Closed -$825K – 2398
2022
Q3 		$825K Sell
28,221
-1,088
-4% -$32.7K 0.05% 242
2022
Q2 		$779K Buy
29,309
+28,765
+5,288% +$812K 0.03% 380
2022
Q1 		$17K Buy
+544
New +$16.6K ﹤0.01% 1881

Other funds holding STEL

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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

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

Spire Wealth Management sold out of Stellar Bancorp (STEL) in Q4 2022, closing a stake of 28,221 shares — an estimated $825K sold.

Spire Wealth Management first reported a position in STEL in Q1 2022 and held it in 3 quarters. The position peaked at $825K in Q3 2022. 167 funds tracked by Wall St. Rank hold STEL as of Q4 2022.

  • Spire Wealth Management reported no remaining Stellar Bancorp position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 28,221 Stellar Bancorp shares in Q4 2022, an estimated $825K.
  • Spire Wealth Management first reported a position in Stellar Bancorp in Q1 2022 and held it in 3 quarters.
  • Spire Wealth Management's Stellar Bancorp position peaked at $825K in Q3 2022.
  • 167 funds tracked by Wall St. Rank held Stellar Bancorp as of Q4 2022.

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