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Spire Wealth Management’s VistaGen Therapeutics VTGN Stock Holding History

Spire Wealth Management’s Portfolio VTGN Stock Details VTGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-20
Closed -$1K – 2622
2022
Q2 		$1K Sell
20
-13
-39% -$459 ﹤0.01% 2598
2022
Q1 		$1K Buy
33
+6
+22% +$262 ﹤0.01% 2488
2021
Q4 		$2K Buy
27
+7
+35% +$456 ﹤0.01% 2814
2021
Q3 		$2K Buy
+20
New +$1.74K ﹤0.01% 2492

Other funds holding VTGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spire Wealth Management's VTGN Position: Q3 2022 in Review

Spire Wealth Management sold out of VistaGen Therapeutics (VTGN) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in VTGN in Q3 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 92 funds tracked by Wall St. Rank hold VTGN as of Q3 2022.

  • Spire Wealth Management reported no remaining VistaGen Therapeutics position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 20 VistaGen Therapeutics shares in Q3 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in VistaGen Therapeutics in Q3 2021 and held it in 4 quarters.
  • Spire Wealth Management's VistaGen Therapeutics position peaked at $2K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held VistaGen Therapeutics as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.