SWM
STER

Spire Wealth Management’s Sterling Check Corp. Common Stock STER Stock Holding History

Spire Wealth Management’s Portfolio STER Stock Details STER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-9,213
Closed -$150K – 2671
2022
Q2 		$150K Buy
+9,213
New +$196K 0.01% 866

Other funds holding STER

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Spire Wealth Management sold out of Sterling Check Corp. Common Stock (STER) in Q3 2022, closing a stake of 9,213 shares — an estimated $150K sold.

Spire Wealth Management first reported a position in STER in Q2 2022 and held it in 1 quarter. The position peaked at $150K in Q2 2022. 81 funds tracked by Wall St. Rank hold STER as of Q3 2022.

  • Spire Wealth Management reported no remaining Sterling Check Corp. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 9,213 Sterling Check Corp. Common Stock shares in Q3 2022, an estimated $150K.
  • Spire Wealth Management first reported a position in Sterling Check Corp. Common Stock in Q2 2022 and held it in 1 quarter.
  • Spire Wealth Management's Sterling Check Corp. Common Stock position peaked at $150K in Q2 2022.
  • 81 funds tracked by Wall St. Rank held Sterling Check Corp. Common Stock as of Q3 2022.

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