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Spire Wealth Management’s United Microelectronic UMC Stock Holding History

Spire Wealth Management’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-140
Closed -$1.23K – 2271
2024
Q2 		$1.23K Hold
140
– – ﹤0.01% 2090
2024
Q1 		$1.13K Hold
140
– – ﹤0.01% 2188
2023
Q4 		$1.11K Hold
140
– – ﹤0.01% 2246
2023
Q3 		$988 Hold
140
– – ﹤0.01% 2251
2023
Q2 		$1.1K Buy
+140
New +$1.15K ﹤0.01% 2296
2022
Q1 		– Sell
-2,000
Closed -$23K – 2874
2021
Q4 		$23K Buy
+2,000
New +$22.3K ﹤0.01% 2070

Other funds holding UMC

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Spire Wealth Management's UMC Position: Q3 2024 in Review

Spire Wealth Management sold out of United Microelectronic (UMC) in Q3 2024, closing a stake of 140 shares — an estimated $1.23K sold.

Spire Wealth Management first reported a position in UMC in Q4 2021 and held it in 6 quarters. The position peaked at $23K in Q4 2021. 267 funds tracked by Wall St. Rank hold UMC as of Q3 2024.

  • Spire Wealth Management reported no remaining United Microelectronic position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 140 United Microelectronic shares in Q3 2024, an estimated $1.23K.
  • Spire Wealth Management first reported a position in United Microelectronic in Q4 2021 and held it in 6 quarters.
  • Spire Wealth Management's United Microelectronic position peaked at $23K in Q4 2021.
  • 267 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.