SWM
WPRT

Spire Wealth Management’s Westport Fuel Systems WPRT Stock Holding History

Spire Wealth Management’s Portfolio WPRT Stock Details WPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-496
Closed -$4.71K – 2546
2023
Q1 		$4.71K Sell
496
-2
-0.4% -$20 ﹤0.01% 2045
2022
Q4 		$4K Buy
498
+2
+0.4% +$17 ﹤0.01% 1931
2022
Q3 		$4K Buy
496
+51
+11% +$565 ﹤0.01% 1832
2022
Q2 		$4K Sell
445
-50
-10% -$619 ﹤0.01% 2224
2022
Q1 		$8K Sell
495
-255
-34% -$4.55K ﹤0.01% 2128
2021
Q4 		$18K Buy
750
+275
+58% +$7.86K ﹤0.01% 2169
2021
Q3 		$16K Hold
475
– – ﹤0.01% 1945
2021
Q2 		$25K Sell
475
-1,165
-71% -$70.2K ﹤0.01% 1789
2021
Q1 		$118K Buy
+1,640
New +$139K ﹤0.01% 1328

Other funds holding WPRT

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TMC
Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 WPRT Position: Q2 2023 in Review

Spire Wealth Management sold out of Westport Fuel Systems (WPRT) in Q2 2023, closing a stake of 496 shares — an estimated $4.71K sold.

Spire Wealth Management first reported a position in WPRT in Q1 2021 and held it in 9 quarters. The position peaked at $118K in Q1 2021. 56 funds tracked by Wall St. Rank hold WPRT as of Q2 2023.

  • Spire Wealth Management reported no remaining Westport Fuel Systems position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 496 Westport Fuel Systems shares in Q2 2023, an estimated $4.71K.
  • Spire Wealth Management first reported a position in Westport Fuel Systems in Q1 2021 and held it in 9 quarters.
  • Spire Wealth Management's Westport Fuel Systems position peaked at $118K in Q1 2021.
  • 56 funds tracked by Wall St. Rank held Westport Fuel Systems as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.