BDO Wealth Advisors’s Spire SR Stock Holding History

BDO 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
2021 Q4	–	Sell	-472	Closed	-$29K	–	1146
2021 Q3	$29K	Hold	472	–	–	﹤0.01%	540
2021 Q2	$34K	Hold	472	–	–	﹤0.01%	526
2021 Q1	$35K	Hold	472	–	–	﹤0.01%	508
2020 Q4	$30K	Hold	472	–	–	﹤0.01%	411
2020 Q3	$25K	Hold	472	–	–	﹤0.01%	400
2020 Q2	$31K	Hold	472	–	–	0.01%	374
2020 Q1	$35K	Hold	472	–	–	0.01%	373
2019 Q4	$39K	Sell	472 -42	-8%	-$3.44K	0.01%	322
2019 Q3	$45K	Buy	514 +42	+9%	+$3.54K	0.01%	324
2019 Q2	$40K	Hold	472	–	–	0.01%	329
2019 Q1	$39K	Sell	472 -1,600	-77%	-$125K	0.01%	310
2018 Q4	$153K	Hold	2,072	–	–	0.05%	168
2018 Q3	$152K	Hold	2,072	–	–	0.05%	178
2018 Q2	$146K	Buy	+2,072	New	+$146K	0.05%	181

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

BDO Wealth Advisors's SR Position: Q4 2021 in Review

BDO Wealth Advisors sold out of Spire (SR) in Q4 2021, closing a stake of 472 shares — an estimated $29K sold.

BDO Wealth Advisors first reported a position in SR in Q2 2018 and held it in 14 quarters. The position peaked at $153K in Q4 2018. 270 funds tracked by Wall St. Rank hold SR as of Q4 2021.

BDO Wealth Advisors reported no remaining Spire position as of Q4 2021 after selling out during the quarter.
BDO Wealth Advisors sold 472 Spire shares in Q4 2021, an estimated $29K.
BDO Wealth Advisors first reported a position in Spire in Q2 2018 and held it in 14 quarters.
BDO Wealth Advisors's Spire position peaked at $153K in Q4 2018.
270 funds tracked by Wall St. Rank held Spire as of Q4 2021.

Based on BDO Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.