SWM
TBRG

Spire Wealth Management’s TruBridge TBRG Stock Holding History

Spire Wealth Management’s Portfolio TBRG Stock Details TBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,156
Closed -$22.8K – 2589
2024
Q4 		$22.8K Sell
1,156
-661
-36% -$10.2K ﹤0.01% 1579
2024
Q3 		$21.7K Sell
1,817
-403
-18% -$4.69K ﹤0.01% 1416
2024
Q2 		$22.2K Buy
+2,220
New +$20.2K ﹤0.01% 1410

Other funds holding TBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Spire Wealth Management's TBRG Position: Q1 2025 in Review

Spire Wealth Management sold out of TruBridge (TBRG) in Q1 2025, closing a stake of 1,156 shares — an estimated $22.8K sold.

Spire Wealth Management first reported a position in TBRG in Q2 2024 and held it in 3 quarters. The position peaked at $22.8K in Q4 2024. 109 funds tracked by Wall St. Rank hold TBRG as of Q1 2025.

  • Spire Wealth Management reported no remaining TruBridge position as of Q1 2025 after selling out during the quarter.
  • Spire Wealth Management sold 1,156 TruBridge shares in Q1 2025, an estimated $22.8K.
  • Spire Wealth Management first reported a position in TruBridge in Q2 2024 and held it in 3 quarters.
  • Spire Wealth Management's TruBridge position peaked at $22.8K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held TruBridge as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.