Spire Wealth Management’s WidePoint Corp WYY Stock Holding History

Spire Wealth Management’s Portfolio WYY Stock Details WYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,200	Closed	-$17K	–	2913
2021 Q4	$17K	Buy	+4,200	New	+$19.9K	﹤0.01%	2184
2021 Q2	–	Sell	-4,200	Closed	-$41K	–	2999
2021 Q1	$41K	Buy	+4,200	New	+$49.6K	﹤0.01%	1835

Other funds holding WYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Spire Wealth Management sold out of WidePoint Corp (WYY) in Q1 2022, closing a stake of 4,200 shares — an estimated $17K sold.

Spire Wealth Management first reported a position in WYY in Q1 2021 and held it in 2 quarters. The position peaked at $41K in Q1 2021. 27 funds tracked by Wall St. Rank hold WYY as of Q1 2022.

Spire Wealth Management reported no remaining WidePoint Corp position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 4,200 WidePoint Corp shares in Q1 2022, an estimated $17K.
Spire Wealth Management first reported a position in WidePoint Corp in Q1 2021 and held it in 2 quarters.
Spire Wealth Management's WidePoint Corp position peaked at $41K in Q1 2021.
27 funds tracked by Wall St. Rank held WidePoint Corp as of Q1 2022.

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