SWM
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Spire Wealth Management’s Latham Group SWIM Stock Holding History

Spire Wealth Management’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-359
Closed -$2K – 2568
2022
Q2 		$2K Buy
+359
New +$3.81K ﹤0.01% 2402

Other funds holding SWIM

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
AACP
Advantage Alpha Capital Partners San Francisco, California $332M AUM 12.78% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

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

Spire Wealth Management sold out of Latham Group (SWIM) in Q3 2022, closing a stake of 359 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in SWIM in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 128 funds tracked by Wall St. Rank hold SWIM as of Q3 2022.

  • Spire Wealth Management reported no remaining Latham Group position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 359 Latham Group shares in Q3 2022, an estimated $2K.
  • Spire Wealth Management first reported a position in Latham Group in Q2 2022 and held it in 1 quarter.
  • Spire Wealth Management's Latham Group position peaked at $2K in Q2 2022.
  • 128 funds tracked by Wall St. Rank held Latham Group as of Q3 2022.

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