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American Portfolios Advisors’s Spire SR Stock Holding History

American Portfolios 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
2021
Q2 		– Sell
-15
Closed -$1.11K – 3448
2021
Q1 		$1.11K Buy
+15
New +$1K ﹤0.01% 3115
2019
Q4 		– Sell
-28
Closed -$2.44K – 2920
2019
Q3 		$2.44K Buy
+28
New +$2.36K ﹤0.01% 2457

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

American Portfolios Advisors's SR Position: Q2 2021 in Review

American Portfolios Advisors sold out of Spire (SR) in Q2 2021, closing a stake of 15 shares — an estimated $1.11K sold.

American Portfolios Advisors first reported a position in SR in Q3 2019 and held it in 2 quarters. The position peaked at $2.44K in Q3 2019. 265 funds tracked by Wall St. Rank hold SR as of Q2 2021.

  • American Portfolios Advisors reported no remaining Spire position as of Q2 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 15 Spire shares in Q2 2021, an estimated $1.11K.
  • American Portfolios Advisors first reported a position in Spire in Q3 2019 and held it in 2 quarters.
  • American Portfolios Advisors's Spire position peaked at $2.44K in Q3 2019.
  • 265 funds tracked by Wall St. Rank held Spire as of Q2 2021.

Based on American Portfolios Advisors's 13F filing for Q2 2021, filed 22 Mar 2023.