Benjamin Edwards Inc’s Spire SR Stock Holding History

Benjamin Edwards Inc’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
2024 Q3	–	Sell	-924	Closed	-$56K	–	1192
2024 Q2	$56K	Hold	924	–	–	0.01%	485
2024 Q1	$57K	Hold	924	–	–	0.01%	470
2023 Q4	$58K	Hold	924	–	–	0.01%	463
2023 Q3	$52K	Hold	924	–	–	0.01%	451
2023 Q2	$59K	Hold	924	–	–	0.01%	447
2023 Q1	$65K	Hold	924	–	–	0.02%	426
2022 Q4	$64K	Hold	924	–	–	0.02%	401
2022 Q3	$58K	Hold	924	–	–	0.02%	407
2022 Q2	$69K	Hold	924	–	–	0.02%	394
2022 Q1	$66K	Hold	924	–	–	0.02%	425
2021 Q4	$60K	Hold	924	–	–	0.02%	404
2021 Q3	$57K	Hold	924	–	–	0.03%	285
2021 Q2	$67K	Sell	924 -3,946	-81%	-$294K	0.05%	248
2021 Q1	$360K	Sell	4,870 -158	-3%	-$10.5K	0.27%	118
2020 Q4	$322K	Buy	5,028 +745	+17%	+$45.4K	0.25%	123
2020 Q3	$228K	Sell	4,283 -248	-5%	-$14.8K	0.19%	127
2020 Q2	$298K	Buy	4,531 +118	+3%	+$8.41K	0.25%	112
2020 Q1	$329K	Buy	4,413 +3,352	+316%	+$269K	0.34%	102
2019 Q4	$88K	Buy	1,061 +9	+0.9%	+$737	0.18%	103
2019 Q3	$92K	Sell	1,052 -1	-0.1%	-$84	0.2%	103
2019 Q2	$88K	Buy	1,053 +10	+1%	+$838	0.21%	96
2019 Q1	$86K	Buy	+1,043	New	+$81.3K	0.41%	79

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

Fuller & Thaler Asset Management

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

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