Spire Wealth Management’s Timberland Bancorp TSBK Stock Holding History

Spire Wealth Management’s Portfolio TSBK Stock Details TSBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,000	Closed	-$25K	–	2584
2022 Q2	$25K	Hold	1,000	–	–	﹤0.01%	1579
2022 Q1	$27K	Hold	1,000	–	–	﹤0.01%	1690
2021 Q4	$28K	Hold	1,000	–	–	﹤0.01%	1997
2021 Q3	$29K	Hold	1,000	–	–	﹤0.01%	1708
2021 Q2	$28K	Hold	1,000	–	–	﹤0.01%	1735
2021 Q1	$28K	Buy	+1,000	New	+$27.7K	﹤0.01%	2009

Other funds holding TSBK

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

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

Spire Wealth Management sold out of Timberland Bancorp (TSBK) in Q3 2022, closing a stake of 1,000 shares — an estimated $25K sold.

Spire Wealth Management first reported a position in TSBK in Q1 2021 and held it in 6 quarters. The position peaked at $29K in Q3 2021. 50 funds tracked by Wall St. Rank hold TSBK as of Q3 2022.

Spire Wealth Management reported no remaining Timberland Bancorp position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 1,000 Timberland Bancorp shares in Q3 2022, an estimated $25K.
Spire Wealth Management first reported a position in Timberland Bancorp in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's Timberland Bancorp position peaked at $29K in Q3 2021.
50 funds tracked by Wall St. Rank held Timberland Bancorp as of Q3 2022.

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