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 $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return