SWM
SPSC icon

Strategic Wealth Management’s SPS Commerce SPSC Stock Holding History

Strategic Wealth Management’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-51
Closed -$5K – 73
2021
Q1 		$5K Buy
+51
New +$5.39K ﹤0.01% 70

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Strategic Wealth Management's SPSC Position: Q2 2021 in Review

Strategic Wealth Management sold out of SPS Commerce (SPSC) in Q2 2021, closing a stake of 51 shares — an estimated $5K sold.

Strategic Wealth Management first reported a position in SPSC in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 278 funds tracked by Wall St. Rank hold SPSC as of Q2 2021.

  • Strategic Wealth Management reported no remaining SPS Commerce position as of Q2 2021 after selling out during the quarter.
  • Strategic Wealth Management sold 51 SPS Commerce shares in Q2 2021, an estimated $5K.
  • Strategic Wealth Management first reported a position in SPS Commerce in Q1 2021 and held it in 1 quarter.
  • Strategic Wealth Management's SPS Commerce position peaked at $5K in Q1 2021.
  • 278 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2021.

Based on Strategic Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.