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Spire Wealth Management’s Weyco Group WEYS Stock Holding History

Spire Wealth Management’s Portfolio WEYS Stock Details WEYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-440
Closed -$11.7K – 2472
2023
Q2 		$11.7K Sell
440
-1,599
-78% -$42.8K ﹤0.01% 1758
2023
Q1 		$51.6K Buy
2,039
+1,299
+176% +$32.8K ﹤0.01% 1193
2022
Q4 		$16K Buy
+740
New +$17.8K ﹤0.01% 1470

Other funds holding WEYS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Spire Wealth Management's WEYS Position: Q3 2023 in Review

Spire Wealth Management sold out of Weyco Group (WEYS) in Q3 2023, closing a stake of 440 shares — an estimated $11.7K sold.

Spire Wealth Management first reported a position in WEYS in Q4 2022 and held it in 3 quarters. The position peaked at $51.6K in Q1 2023. 57 funds tracked by Wall St. Rank hold WEYS as of Q3 2023.

  • Spire Wealth Management reported no remaining Weyco Group position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 440 Weyco Group shares in Q3 2023, an estimated $11.7K.
  • Spire Wealth Management first reported a position in Weyco Group in Q4 2022 and held it in 3 quarters.
  • Spire Wealth Management's Weyco Group position peaked at $51.6K in Q1 2023.
  • 57 funds tracked by Wall St. Rank held Weyco Group as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.