Ashton Thomas Securities’s Spire SR Stock Holding History

Ashton Thomas Securities’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 Q4	–	Sell	-5	Closed	-$336	–	1072
2024 Q3	$336	Buy	+5	New	+$325	﹤0.01%	1219

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ashton Thomas Securities's SR Position: Q4 2024 in Review

Ashton Thomas Securities sold out of Spire (SR) in Q4 2024, closing a stake of 5 shares — an estimated $336 sold.

Ashton Thomas Securities first reported a position in SR in Q3 2024 and held it in 1 quarter. The position peaked at $336 in Q3 2024. 322 funds tracked by Wall St. Rank hold SR as of Q4 2024.

Ashton Thomas Securities reported no remaining Spire position as of Q4 2024 after selling out during the quarter.
Ashton Thomas Securities sold 5 Spire shares in Q4 2024, an estimated $336.
Ashton Thomas Securities first reported a position in Spire in Q3 2024 and held it in 1 quarter.
Ashton Thomas Securities's Spire position peaked at $336 in Q3 2024.
322 funds tracked by Wall St. Rank held Spire as of Q4 2024.

Based on Ashton Thomas Securities's 13F filing for Q4 2024, filed 11 Feb 2025.