Blue Bell Private Wealth Management’s Spruce Power Holding Corp SPRU Stock Holding History

Blue Bell Private Wealth Management’s Portfolio SPRU Stock Details SPRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-13	Closed	–	–	825
2022 Q2	$0	Hold	13	–	–	﹤0.01%	880
2022 Q1	$0	Hold	13	–	–	﹤0.01%	927
2021 Q4	$0	Buy	+13	New	+$502	﹤0.01%	858

Other funds holding SPRU

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MIG

MGG Investment Group New York $1.36M AUM 20.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blue Bell Private Wealth Management's SPRU Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of Spruce Power Holding Corp (SPRU) in Q3 2022, closing a stake of 13 shares.

Blue Bell Private Wealth Management first reported a position in SPRU in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 76 funds tracked by Wall St. Rank hold SPRU as of Q3 2022.

Blue Bell Private Wealth Management reported no remaining Spruce Power Holding Corp position as of Q3 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 13 Spruce Power Holding Corp shares in Q3 2022.
Blue Bell Private Wealth Management first reported a position in Spruce Power Holding Corp in Q4 2021 and held it in 3 quarters.
Blue Bell Private Wealth Management's Spruce Power Holding Corp position peaked at $0 in Q2 2022.
76 funds tracked by Wall St. Rank held Spruce Power Holding Corp as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.