Ashton Thomas Private Wealth’s Spire SR Stock Holding History

Ashton Thomas Private Wealth’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
2024 Q3	–	Sell	-90	Closed	-$5.47K	–	1671
2024 Q2	$5.47K	Buy	+90	New	+$5.44K	﹤0.01%	1527

Other funds holding SR

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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ashton Thomas Private Wealth's SR Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Spire (SR) in Q3 2024, closing a stake of 90 shares — an estimated $5.47K sold.

Ashton Thomas Private Wealth first reported a position in SR in Q2 2024 and held it in 1 quarter. The position peaked at $5.47K in Q2 2024. 310 funds tracked by Wall St. Rank hold SR as of Q3 2024.

Ashton Thomas Private Wealth reported no remaining Spire position as of Q3 2024 after selling out during the quarter.
Ashton Thomas Private Wealth sold 90 Spire shares in Q3 2024, an estimated $5.47K.
Ashton Thomas Private Wealth first reported a position in Spire in Q2 2024 and held it in 1 quarter.
Ashton Thomas Private Wealth's Spire position peaked at $5.47K in Q2 2024.
310 funds tracked by Wall St. Rank held Spire as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.