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Spire Wealth Management’s G. Willi-Food International WILC Stock Holding History

Spire Wealth Management’s Portfolio WILC Stock Details WILC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-734
Closed -$9.01K – 2473
2023
Q2 		$9.01K Sell
734
-2,104
-74% -$27.5K ﹤0.01% 1848
2023
Q1 		$41.8K Buy
2,838
+1,577
+125% +$22.5K ﹤0.01% 1271
2022
Q4 		$17K Buy
+1,261
New +$17.8K ﹤0.01% 1444

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Osaic Holdings
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Carson Wealth (CWM LLC)
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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

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

Spire Wealth Management sold out of G. Willi-Food International (WILC) in Q3 2023, closing a stake of 734 shares — an estimated $9.01K sold.

Spire Wealth Management first reported a position in WILC in Q4 2022 and held it in 3 quarters. The position peaked at $41.8K in Q1 2023. 7 funds tracked by Wall St. Rank hold WILC as of Q3 2023.

  • Spire Wealth Management reported no remaining G. Willi-Food International position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 734 G. Willi-Food International shares in Q3 2023, an estimated $9.01K.
  • Spire Wealth Management first reported a position in G. Willi-Food International in Q4 2022 and held it in 3 quarters.
  • Spire Wealth Management's G. Willi-Food International position peaked at $41.8K in Q1 2023.
  • 7 funds tracked by Wall St. Rank held G. Willi-Food International as of Q3 2023.

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