Spire Wealth Management’s Universal Safety Products Inc UUU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-297	Closed	-$713	–	2469
2023 Q3	$713	Sell	297 -1	-0.3%	-$3	﹤0.01%	2313
2023 Q2	$702	Hold	298	–	–	﹤0.01%	2348
2023 Q1	$690	Hold	298	–	–	﹤0.01%	2434
2022 Q4	$1K	Hold	298	–	–	﹤0.01%	2264
2022 Q3	$1K	Hold	298	–	–	﹤0.01%	2145
2022 Q2	$1K	Buy	+298	New	+$1.01K	﹤0.01%	2591

Other funds holding UUU

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NBT

Northwest Bank & Trust Davenport, Iowa $135M AUM 29.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spire Wealth Management's UUU Position: Q4 2023 in Review

Spire Wealth Management sold out of Universal Safety Products Inc (UUU) in Q4 2023, closing a stake of 297 shares — an estimated $713 sold.

Spire Wealth Management first reported a position in UUU in Q2 2022 and held it in 6 quarters. The position peaked at $1K in Q4 2022. 11 funds tracked by Wall St. Rank hold UUU as of Q4 2023.

Spire Wealth Management reported no remaining Universal Safety Products Inc position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 297 Universal Safety Products Inc shares in Q4 2023, an estimated $713.
Spire Wealth Management first reported a position in Universal Safety Products Inc in Q2 2022 and held it in 6 quarters.
Spire Wealth Management's Universal Safety Products Inc position peaked at $1K in Q4 2022.
11 funds tracked by Wall St. Rank held Universal Safety Products Inc as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.