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Spire Wealth Management’s Urban One Class A UONE Stock Holding History

Spire Wealth Management’s Portfolio UONE Stock Details UONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-580
Closed -$27K – 2878
2021
Q4 		$27K Buy
+580
New +$39.1K ﹤0.01% 2010

Other funds holding UONE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BCA
Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Spire Wealth Management's UONE Position: Q1 2022 in Review

Spire Wealth Management sold out of Urban One Class A (UONE) in Q1 2022, closing a stake of 580 shares — an estimated $27K sold.

Spire Wealth Management first reported a position in UONE in Q4 2021 and held it in 1 quarter. The position peaked at $27K in Q4 2021. 26 funds tracked by Wall St. Rank hold UONE as of Q1 2022.

  • Spire Wealth Management reported no remaining Urban One Class A position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 580 Urban One Class A shares in Q1 2022, an estimated $27K.
  • Spire Wealth Management first reported a position in Urban One Class A in Q4 2021 and held it in 1 quarter.
  • Spire Wealth Management's Urban One Class A position peaked at $27K in Q4 2021.
  • 26 funds tracked by Wall St. Rank held Urban One Class A as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.