Spire Wealth Management’s Yeti Holdings YETI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-167	Closed	-$6.37K	–	2285
2024 Q2	$6.37K	Hold	167	–	–	﹤0.01%	1771
2024 Q1	$6.44K	Sell	167 -13	-7%	-$550	﹤0.01%	1869
2023 Q4	$8.24K	Hold	180	–	–	﹤0.01%	1810
2023 Q3	$8.68K	Sell	180 -670	-79%	-$29.8K	﹤0.01%	1772
2023 Q2	$33K	Buy	850 +227	+36%	+$8.79K	﹤0.01%	1374
2023 Q1	$24.9K	Hold	623	–	–	﹤0.01%	1529
2022 Q4	$26K	Hold	623	–	–	﹤0.01%	1267
2022 Q3	$18K	Hold	623	–	–	﹤0.01%	1381
2022 Q2	$27K	Buy	+623	New	+$30.3K	﹤0.01%	1547
2021 Q4	–	Sell	-1,358	Closed	-$116K	–	3014
2021 Q3	$116K	Buy	1,358 +200	+17%	+$19.4K	﹤0.01%	1140
2021 Q2	$106K	Buy	+1,158	New	+$101K	﹤0.01%	1166

Other funds holding YETI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Spire Wealth Management's YETI Position: Q3 2024 in Review

Spire Wealth Management sold out of Yeti Holdings (YETI) in Q3 2024, closing a stake of 167 shares — an estimated $6.37K sold.

Spire Wealth Management first reported a position in YETI in Q2 2021 and held it in 11 quarters. The position peaked at $116K in Q3 2021. 387 funds tracked by Wall St. Rank hold YETI as of Q3 2024.

Spire Wealth Management reported no remaining Yeti Holdings position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 167 Yeti Holdings shares in Q3 2024, an estimated $6.37K.
Spire Wealth Management first reported a position in Yeti Holdings in Q2 2021 and held it in 11 quarters.
Spire Wealth Management's Yeti Holdings position peaked at $116K in Q3 2021.
387 funds tracked by Wall St. Rank held Yeti Holdings as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.