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BerganKDV Wealth Management’s Spire SR Stock Holding History

BerganKDV Wealth 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
-270
Closed -$18.9K – 1055
2023
Q1 		$18.9K Buy
+270
New +$19.1K ﹤0.01% 523

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State Street
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Fuller & Thaler Asset Management
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Macquarie Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BerganKDV Wealth Management's SR Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Spire (SR) in Q2 2023, closing a stake of 270 shares — an estimated $18.9K sold.

BerganKDV Wealth Management first reported a position in SR in Q1 2023 and held it in 1 quarter. The position peaked at $18.9K in Q1 2023. 288 funds tracked by Wall St. Rank hold SR as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Spire position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 270 Spire shares in Q2 2023, an estimated $18.9K.
  • BerganKDV Wealth Management first reported a position in Spire in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's Spire position peaked at $18.9K in Q1 2023.
  • 288 funds tracked by Wall St. Rank held Spire as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.