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Belpointe Asset Management’s Spire SR Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-1,003
Closed -$70.4K – 3004
2023
Q1 		$70.4K Sell
1,003
-15
-1% -$1.06K ﹤0.01% 1505
2022
Q4 		$70.1K Buy
+1,018
New +$69.3K ﹤0.01% 1435
2022
Q2 		– Sell
-1,470
Closed -$105K – 1258
2022
Q1 		$105K Buy
+1,470
New +$97.5K 0.01% 1196

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Belpointe Asset Management's SR Position: Q2 2023 in Review

Belpointe Asset Management sold out of Spire (SR) in Q2 2023, closing a stake of 1,003 shares — an estimated $70.4K sold.

Belpointe Asset Management first reported a position in SR in Q1 2022 and held it in 3 quarters. The position peaked at $105K in Q1 2022. 287 funds tracked by Wall St. Rank hold SR as of Q2 2023.

  • Belpointe Asset Management reported no remaining Spire position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,003 Spire shares in Q2 2023, an estimated $70.4K.
  • Belpointe Asset Management first reported a position in Spire in Q1 2022 and held it in 3 quarters.
  • Belpointe Asset Management's Spire position peaked at $105K in Q1 2022.
  • 287 funds tracked by Wall St. Rank held Spire as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.