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Spire Wealth Management’s Kartoon Studios TOON Stock Holding History

Spire Wealth Management’s Portfolio TOON Stock Details TOON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-495
Closed -$2K – 2596
2022
Q4 		$2K Sell
495
-6
-1% -$39 ﹤0.01% 2112
2022
Q3 		$3K Sell
501
-47
-9% -$346 ﹤0.01% 1895
2022
Q2 		$4K Sell
548
-2
-0.4% -$15 ﹤0.01% 2220
2022
Q1 		$6K Buy
+550
New +$5.14K ﹤0.01% 2208

Other funds holding TOON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Spire Wealth Management's TOON Position: Q1 2023 in Review

Spire Wealth Management sold out of Kartoon Studios (TOON) in Q1 2023, closing a stake of 495 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in TOON in Q1 2022 and held it in 4 quarters. The position peaked at $6K in Q1 2022. 41 funds tracked by Wall St. Rank hold TOON as of Q1 2023.

  • Spire Wealth Management reported no remaining Kartoon Studios position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 495 Kartoon Studios shares in Q1 2023, an estimated $2K.
  • Spire Wealth Management first reported a position in Kartoon Studios in Q1 2022 and held it in 4 quarters.
  • Spire Wealth Management's Kartoon Studios position peaked at $6K in Q1 2022.
  • 41 funds tracked by Wall St. Rank held Kartoon Studios as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.