SWM
TSE

Spire Wealth Management’s Trinseo TSE Stock Holding History

Spire Wealth Management’s Portfolio TSE Stock Details TSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-176
Closed -$7K – 2585
2022
Q2 		$7K Buy
+176
New +$7.97K ﹤0.01% 2048
2022
Q1 		– Sell
-50
Closed -$3K – 2863
2021
Q4 		$3K Buy
+50
New +$2.71K ﹤0.01% 2721

Other funds holding TSE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Spire Wealth Management sold out of Trinseo (TSE) in Q3 2022, closing a stake of 176 shares — an estimated $7K sold.

Spire Wealth Management first reported a position in TSE in Q4 2021 and held it in 2 quarters. The position peaked at $7K in Q2 2022. 180 funds tracked by Wall St. Rank hold TSE as of Q3 2022.

  • Spire Wealth Management reported no remaining Trinseo position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 176 Trinseo shares in Q3 2022, an estimated $7K.
  • Spire Wealth Management first reported a position in Trinseo in Q4 2021 and held it in 2 quarters.
  • Spire Wealth Management's Trinseo position peaked at $7K in Q2 2022.
  • 180 funds tracked by Wall St. Rank held Trinseo as of Q3 2022.

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