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Berman Capital Advisors’s Spire SR Stock Holding History

Berman Capital 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
2021
Q3 		$12K Sell
211
-78
-27% -$5.34K ﹤0.01% 1133
2021
Q2 		$20K Buy
289
+12
+4% +$894 ﹤0.01% 916
2021
Q1 		$20K Sell
277
-2
-0.7% -$134 ﹤0.01% 801
2020
Q4 		$17K Buy
279
+69
+33% +$4.21K ﹤0.01% 725
2020
Q3 		$11K Buy
210
+193
+1,135% +$11.5K ﹤0.01% 768
2020
Q2 		$1K Buy
+17
New +$1.21K ﹤0.01% 1506

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Berman Capital Advisors's SR Position: Q3 2021 in Review

Berman Capital Advisors reduced its Spire (SR) stake by 27% in Q3 2021, selling an estimated $5.34K and leaving 211 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Berman Capital Advisors first reported a position in SR in Q2 2020 and has held it in 6 quarters since. The position peaked at $20K in Q2 2021. 264 funds tracked by Wall St. Rank hold SR as of Q3 2021.

  • Berman Capital Advisors held 211 shares of Spire worth $12K as of Q3 2021.
  • Berman Capital Advisors sold 78 Spire shares in Q3 2021, an estimated $5.34K.
  • Spire made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1133 holding.
  • Berman Capital Advisors first reported a position in Spire in Q2 2020 and has held it in 6 quarters since.
  • Berman Capital Advisors's Spire position peaked at $20K in Q2 2021.
  • 264 funds tracked by Wall St. Rank held Spire as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.