SWM
TEN

Spire Wealth Management’s Tsakos Energy Navigation Ltd TEN Stock Holding History

Spire Wealth Management’s Portfolio TEN Stock Details TEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-25,850
Closed -$222K – 2662
2021
Q2 		$222K Sell
25,850
-3,675
-12% -$33.6K 0.01% 904
2021
Q1 		$282K Buy
+29,525
New +$273K 0.01% 904

Other funds holding TEN

KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Spire Wealth Management's TEN Position: Q3 2021 in Review

Spire Wealth Management sold out of Tsakos Energy Navigation Ltd (TEN) in Q3 2021, closing a stake of 25,850 shares — an estimated $222K sold.

Spire Wealth Management first reported a position in TEN in Q1 2021 and held it in 2 quarters. The position peaked at $282K in Q1 2021. 44 funds tracked by Wall St. Rank hold TEN as of Q3 2021.

  • Spire Wealth Management reported no remaining Tsakos Energy Navigation Ltd position as of Q3 2021 after selling out during the quarter.
  • Spire Wealth Management sold 25,850 Tsakos Energy Navigation Ltd shares in Q3 2021, an estimated $222K.
  • Spire Wealth Management first reported a position in Tsakos Energy Navigation Ltd in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Tsakos Energy Navigation Ltd position peaked at $282K in Q1 2021.
  • 44 funds tracked by Wall St. Rank held Tsakos Energy Navigation Ltd as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.