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Beam Wealth Advisors’s Spire SR Stock Holding History

Beam 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
2020
Q3 		– Sell
-3,340
Closed -$224K – 147
2020
Q2 		$224K Hold
3,340
– – 0.23% 111
2020
Q1 		$249K Hold
3,340
– – 0.25% 120
2019
Q4 		$278K Buy
+3,340
New +$274K 0.26% 115

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State Street
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Beam Wealth Advisors's SR Position: Q3 2020 in Review

Beam Wealth Advisors sold out of Spire (SR) in Q3 2020, closing a stake of 3,340 shares — an estimated $224K sold.

Beam Wealth Advisors first reported a position in SR in Q4 2019 and held it in 3 quarters. The position peaked at $278K in Q4 2019. 272 funds tracked by Wall St. Rank hold SR as of Q3 2020.

  • Beam Wealth Advisors reported no remaining Spire position as of Q3 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 3,340 Spire shares in Q3 2020, an estimated $224K.
  • Beam Wealth Advisors first reported a position in Spire in Q4 2019 and held it in 3 quarters.
  • Beam Wealth Advisors's Spire position peaked at $278K in Q4 2019.
  • 272 funds tracked by Wall St. Rank held Spire as of Q3 2020.

Based on Beam Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.