Burt Wealth Advisors’s Spirit AeroSystems SPR Stock Holding History

Burt Wealth Advisors’s Portfolio SPR Stock Details SPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-248	Closed	-$5K	–	418
2020 Q3	$5K	Hold	248	–	–	﹤0.01%	314
2020 Q2	$6K	Hold	248	–	–	﹤0.01%	292
2020 Q1	$6K	Hold	248	–	–	﹤0.01%	303
2019 Q4	$18K	Hold	248	–	–	0.01%	253
2019 Q3	$20K	Hold	248	–	–	0.01%	240
2019 Q2	$20K	Hold	248	–	–	0.01%	238
2019 Q1	$23K	Hold	248	–	–	0.01%	233
2018 Q4	$18K	Sell	248 -75	-23%	-$6.08K	0.01%	246
2018 Q3	$30K	Hold	323	–	–	0.01%	221
2018 Q2	$28K	Hold	323	–	–	0.01%	221
2018 Q1	$27K	Hold	323	–	–	0.01%	235
2017 Q4	$28K	Buy	323 +75	+30%	+$6.16K	0.02%	225
2017 Q3	$19K	Hold	248	–	–	0.01%	238
2017 Q2	$14K	Hold	248	–	–	0.01%	279
2017 Q1	$14K	Hold	248	–	–	0.01%	244
2016 Q4	$14K	Hold	248	–	–	0.01%	256
2016 Q3	$11K	Hold	248	–	–	0.01%	260
2016 Q2	$10K	Hold	248	–	–	0.01%	265
2016 Q1	$11K	Hold	248	–	–	0.01%	315
2015 Q4	$12K	Buy	+248	New	+$12.7K	0.01%	260

Other funds holding SPR

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

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

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

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

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

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Burt Wealth Advisors's SPR Position: Q4 2020 in Review

Burt Wealth Advisors sold out of Spirit AeroSystems (SPR) in Q4 2020, closing a stake of 248 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in SPR in Q4 2015 and held it in 20 quarters. The position peaked at $30K in Q3 2018. 292 funds tracked by Wall St. Rank hold SPR as of Q4 2020.

Burt Wealth Advisors reported no remaining Spirit AeroSystems position as of Q4 2020 after selling out during the quarter.
Burt Wealth Advisors sold 248 Spirit AeroSystems shares in Q4 2020, an estimated $5K.
Burt Wealth Advisors first reported a position in Spirit AeroSystems in Q4 2015 and held it in 20 quarters.
Burt Wealth Advisors's Spirit AeroSystems position peaked at $30K in Q3 2018.
292 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.