SWM
WOOF icon

Spire Wealth Management’s Petco WOOF Stock Holding History

Spire Wealth Management’s Portfolio WOOF Stock Details WOOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-20,292
Closed -$402K – 2908
2021
Q4 		$402K Buy
20,292
+20,242
+40,484% +$443K 0.01% 781
2021
Q3 		$1K Sell
50
-50
-50% -$1.05K ﹤0.01% 2550
2021
Q2 		$2K Buy
+100
New +$2.34K ﹤0.01% 2509

Other funds holding WOOF

Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Spire Wealth Management sold out of Petco (WOOF) in Q1 2022, closing a stake of 20,292 shares — an estimated $402K sold.

Spire Wealth Management first reported a position in WOOF in Q2 2021 and held it in 3 quarters. The position peaked at $402K in Q4 2021. 207 funds tracked by Wall St. Rank hold WOOF as of Q1 2022.

  • Spire Wealth Management reported no remaining Petco position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 20,292 Petco shares in Q1 2022, an estimated $402K.
  • Spire Wealth Management first reported a position in Petco in Q2 2021 and held it in 3 quarters.
  • Spire Wealth Management's Petco position peaked at $402K in Q4 2021.
  • 207 funds tracked by Wall St. Rank held Petco as of Q1 2022.

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