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Bedel Financial Consulting’s Spruce Power Holding Corp SPRU Stock Holding History

Bedel Financial Consulting’s Portfolio SPRU Stock Details SPRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-125
Closed -$24K – 967
2020
Q4 		$24K Buy
+125
New +$13.5K 0.01% 430

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ECA
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BlackRock
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MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bedel Financial Consulting's SPRU Position: Q1 2021 in Review

Bedel Financial Consulting sold out of Spruce Power Holding Corp (SPRU) in Q1 2021, closing a stake of 125 shares — an estimated $24K sold.

Bedel Financial Consulting first reported a position in SPRU in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 103 funds tracked by Wall St. Rank hold SPRU as of Q1 2021.

  • Bedel Financial Consulting reported no remaining Spruce Power Holding Corp position as of Q1 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 125 Spruce Power Holding Corp shares in Q1 2021, an estimated $24K.
  • Bedel Financial Consulting first reported a position in Spruce Power Holding Corp in Q4 2020 and held it in 1 quarter.
  • Bedel Financial Consulting's Spruce Power Holding Corp position peaked at $24K in Q4 2020.
  • 103 funds tracked by Wall St. Rank held Spruce Power Holding Corp as of Q1 2021.

Based on Bedel Financial Consulting's 13F filing for Q1 2021, filed 26 Apr 2021.