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Baker Avenue Asset Management’s Spire SR Stock Holding History

Baker Avenue Asset Management’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
2023
Q4 		– Sell
-1,334
Closed -$75.5K – 1329
2023
Q3 		$75.5K Sell
1,334
-10
-0.7% -$607 ﹤0.01% 461
2023
Q2 		$85.3K Buy
1,344
+16
+1% +$1.07K ﹤0.01% 449
2023
Q1 		$93.1K Hold
1,328
– – 0.01% 442
2022
Q4 		$91.4K Buy
+1,328
New +$90.4K 0.01% 417

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Baker Avenue Asset Management's SR Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Spire (SR) in Q4 2023, closing a stake of 1,334 shares — an estimated $75.5K sold.

Baker Avenue Asset Management first reported a position in SR in Q4 2022 and held it in 4 quarters. The position peaked at $93.1K in Q1 2023. 281 funds tracked by Wall St. Rank hold SR as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Spire position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 1,334 Spire shares in Q4 2023, an estimated $75.5K.
  • Baker Avenue Asset Management first reported a position in Spire in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Spire position peaked at $93.1K in Q1 2023.
  • 281 funds tracked by Wall St. Rank held Spire as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.