Aaron Wealth Advisors’s Spire SR Stock Holding History

Aaron Wealth Advisors’s Portfolio SR Stock Details SR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-496	Closed	-$35.6K	–	747
2022 Q1	$35.6K	Buy	+496	New	+$32.9K	0.01%	503

Other funds holding SR

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aaron Wealth Advisors's SR Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Spire (SR) in Q2 2022, closing a stake of 496 shares — an estimated $35.6K sold.

Aaron Wealth Advisors first reported a position in SR in Q1 2022 and held it in 1 quarter. The position peaked at $35.6K in Q1 2022. 292 funds tracked by Wall St. Rank hold SR as of Q2 2022.

Aaron Wealth Advisors reported no remaining Spire position as of Q2 2022 after selling out during the quarter.
Aaron Wealth Advisors sold 496 Spire shares in Q2 2022, an estimated $35.6K.
Aaron Wealth Advisors first reported a position in Spire in Q1 2022 and held it in 1 quarter.
Aaron Wealth Advisors's Spire position peaked at $35.6K in Q1 2022.
292 funds tracked by Wall St. Rank held Spire as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.