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Bartlett & Co Wealth Management’s Spire SR Stock Holding History

Bartlett & Co Wealth 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
2024
Q2 		– Sell
-200
Closed -$12.4K – 1169
2024
Q1 		$12.4K Buy
+200
New +$12K ﹤0.01% 888
2023
Q2 		– Sell
-100
Closed -$7.09K – 1181
2023
Q1 		$7.09K Buy
+100
New +$7.09K ﹤0.01% 854

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bartlett & Co Wealth Management's SR Position: Q2 2024 in Review

Bartlett & Co Wealth Management sold out of Spire (SR) in Q2 2024, closing a stake of 200 shares — an estimated $12.4K sold.

Bartlett & Co Wealth Management first reported a position in SR in Q1 2023 and held it in 2 quarters. The position peaked at $12.4K in Q1 2024. 293 funds tracked by Wall St. Rank hold SR as of Q2 2024.

  • Bartlett & Co Wealth Management reported no remaining Spire position as of Q2 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 200 Spire shares in Q2 2024, an estimated $12.4K.
  • Bartlett & Co Wealth Management first reported a position in Spire in Q1 2023 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Spire position peaked at $12.4K in Q1 2024.
  • 293 funds tracked by Wall St. Rank held Spire as of Q2 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.