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B. Riley Wealth Advisors’s Spire SR Stock Holding History

B. Riley 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
2024
Q1 		– Sell
-3,186
Closed -$201K – 1512
2023
Q4 		$201K Buy
+3,186
New +$190K 0.01% 1261
2015
Q1 		– Sell
-357
Closed -$19K – 1790
2014
Q4 		$19K Buy
+357
New +$18K ﹤0.01% 2580
2014
Q3 		– Sell
-357
Closed -$17.3K – 1721
2014
Q2 		$17.3K Buy
+357
New +$16.7K ﹤0.01% 1531

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

B. Riley Wealth Advisors's SR Position: Q1 2024 in Review

B. Riley Wealth Advisors sold out of Spire (SR) in Q1 2024, closing a stake of 3,186 shares — an estimated $201K sold.

B. Riley Wealth Advisors first reported a position in SR in Q2 2014 and held it in 3 quarters. The position peaked at $201K in Q4 2023. 279 funds tracked by Wall St. Rank hold SR as of Q1 2024.

  • B. Riley Wealth Advisors reported no remaining Spire position as of Q1 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,186 Spire shares in Q1 2024, an estimated $201K.
  • B. Riley Wealth Advisors first reported a position in Spire in Q2 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Spire position peaked at $201K in Q4 2023.
  • 279 funds tracked by Wall St. Rank held Spire as of Q1 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.