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Spire Wealth Management’s Visteon VC Stock Holding History

Spire Wealth Management’s Portfolio VC Stock Details VC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-268
Closed -$30K – 2883
2021
Q4 		$30K Buy
+268
New +$29.8K ﹤0.01% 1955
2021
Q2 		– Sell
-268
Closed -$32K – 2970
2021
Q1 		$32K Buy
+268
New +$35.2K ﹤0.01% 1953

Other funds holding VC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Spire Wealth Management sold out of Visteon (VC) in Q1 2022, closing a stake of 268 shares — an estimated $30K sold.

Spire Wealth Management first reported a position in VC in Q1 2021 and held it in 2 quarters. The position peaked at $32K in Q1 2021. 254 funds tracked by Wall St. Rank hold VC as of Q1 2022.

  • Spire Wealth Management reported no remaining Visteon position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 268 Visteon shares in Q1 2022, an estimated $30K.
  • Spire Wealth Management first reported a position in Visteon in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Visteon position peaked at $32K in Q1 2021.
  • 254 funds tracked by Wall St. Rank held Visteon as of Q1 2022.

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