SWM
VTAK icon

Spire Wealth Management’s Catheter Precision VTAK Stock Holding History

Spire Wealth Management’s Portfolio VTAK Stock Details VTAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-109
Closed -$125K – 2411
2022
Q3 		$125K Buy
+109
New +$207K 0.01% 641

Other funds holding VTAK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Spire Wealth Management's VTAK Position: Q4 2022 in Review

Spire Wealth Management sold out of Catheter Precision (VTAK) in Q4 2022, closing a stake of 109 shares — an estimated $125K sold.

Spire Wealth Management first reported a position in VTAK in Q3 2022 and held it in 1 quarter. The position peaked at $125K in Q3 2022. 9 funds tracked by Wall St. Rank hold VTAK as of Q4 2022.

  • Spire Wealth Management reported no remaining Catheter Precision position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 109 Catheter Precision shares in Q4 2022, an estimated $125K.
  • Spire Wealth Management first reported a position in Catheter Precision in Q3 2022 and held it in 1 quarter.
  • Spire Wealth Management's Catheter Precision position peaked at $125K in Q3 2022.
  • 9 funds tracked by Wall St. Rank held Catheter Precision as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.