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Birchcreek Wealth Management’s Spire SR Stock Holding History

Birchcreek 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
2021
Q1 		– Sell
-603
Closed -$38K – 266
2020
Q4 		$38K Buy
+603
New +$36.8K 0.04% 249

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American Century Companies
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State Street
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Birchcreek Wealth Management's SR Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Spire (SR) in Q1 2021, closing a stake of 603 shares — an estimated $38K sold.

Birchcreek Wealth Management first reported a position in SR in Q4 2020 and held it in 1 quarter. The position peaked at $38K in Q4 2020. 274 funds tracked by Wall St. Rank hold SR as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Spire position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 603 Spire shares in Q1 2021, an estimated $38K.
  • Birchcreek Wealth Management first reported a position in Spire in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Spire position peaked at $38K in Q4 2020.
  • 274 funds tracked by Wall St. Rank held Spire as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.