AAP
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Arax Advisory Partners’s Spire SR Stock Holding History

Arax Advisory Partners’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
2026
Q1 		$86.7K Sell
964
-1,061
-52% -$93.1K ﹤0.01% 1459
2025
Q4 		$167K Sell
2,025
-9,003
-82% -$768K ﹤0.01% 1114
2025
Q3 		$899K Buy
11,028
+10,902
+8,652% +$829K 0.01% 679
2025
Q2 		$9.2K Buy
+126
New +$9.44K ﹤0.01% 2003
2025
Q1 		– Sell
-522
Closed -$35.4K – 3018
2024
Q4 		$35.4K Hold
522
– – ﹤0.01% 1002
2024
Q3 		$35.1K Hold
522
– – ﹤0.01% 856
2024
Q2 		$31.7K Buy
+522
New +$31.5K ﹤0.01% 810
2018
Q3 		– Sell
-35
Closed -$2K – 719
2018
Q2 		$2K Buy
35
+6
+21% +$423 ﹤0.01% 450
2018
Q1 		$2K Buy
+29
New +$1.98K ﹤0.01% 433

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VPM
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VCM
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American Century Companies
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return