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Spire Wealth Management’s Energous WATT Stock Holding History

Spire Wealth Management’s Portfolio WATT Stock Details WATT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2
Closed -$1K – 2900
2021
Q4 		$1K Buy
+2
New +$2.07K ﹤0.01% 2901
2021
Q2 		– Sell
-16
Closed -$37K – 2989
2021
Q1 		$37K Buy
+16
New +$37K ﹤0.01% 1881

Other funds holding WATT

AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Spire Wealth Management sold out of Energous (WATT) in Q1 2022, closing a stake of 2 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in WATT in Q1 2021 and held it in 2 quarters. The position peaked at $37K in Q1 2021. 61 funds tracked by Wall St. Rank hold WATT as of Q1 2022.

  • Spire Wealth Management reported no remaining Energous position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 2 Energous shares in Q1 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in Energous in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Energous position peaked at $37K in Q1 2021.
  • 61 funds tracked by Wall St. Rank held Energous as of Q1 2022.

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