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Spire Wealth Management’s Exicure XCUR Stock Holding History

Spire Wealth Management’s Portfolio XCUR Stock Details XCUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-270
Closed -$8K – 2914
2021
Q4 		$8K Buy
+270
New +$31.3K ﹤0.01% 2467
2021
Q2 		– Sell
-120
Closed -$39K – 3000
2021
Q1 		$39K Buy
+120
New +$41.3K ﹤0.01% 1859

Other funds holding XCUR

TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
A
Abingworth London, United Kingdom $307M AUM 93.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Spire Wealth Management sold out of Exicure (XCUR) in Q1 2022, closing a stake of 270 shares — an estimated $8K sold.

Spire Wealth Management first reported a position in XCUR in Q1 2021 and held it in 2 quarters. The position peaked at $39K in Q1 2021. 43 funds tracked by Wall St. Rank hold XCUR as of Q1 2022.

  • Spire Wealth Management reported no remaining Exicure position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 270 Exicure shares in Q1 2022, an estimated $8K.
  • Spire Wealth Management first reported a position in Exicure in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Exicure position peaked at $39K in Q1 2021.
  • 43 funds tracked by Wall St. Rank held Exicure as of Q1 2022.

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