Cambridge Investment Research Advisors’s Spruce Power Holding Corp SPRU Stock Holding History

Cambridge Investment Research Advisors’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
2023 Q4	–	Sell	-2,815	Closed	-$15K	–	3299
2023 Q3	$15K	Buy	2,815 +119	+4%	+$791	﹤0.01%	3096
2023 Q2	$18K	Sell	2,696 -113	-4%	-$706	﹤0.01%	3132
2023 Q1	$18K	Sell	2,809 -96	-3%	-$821	﹤0.01%	3110
2022 Q4	$21K	Buy	+2,905	New	+$20.6K	﹤0.01%	3040
2021 Q1	–	Sell	-2,454	Closed	-$466K	–	2981
2020 Q4	$466K	Buy	+2,454	New	+$265K	﹤0.01%	1817

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MIG

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

Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Cambridge Investment Research Advisors's SPRU Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of Spruce Power Holding Corp (SPRU) in Q4 2023, closing a stake of 2,815 shares — an estimated $15K sold.

Cambridge Investment Research Advisors first reported a position in SPRU in Q4 2020 and held it in 5 quarters. The position peaked at $466K in Q4 2020. 44 funds tracked by Wall St. Rank hold SPRU as of Q4 2023.

Cambridge Investment Research Advisors reported no remaining Spruce Power Holding Corp position as of Q4 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 2,815 Spruce Power Holding Corp shares in Q4 2023, an estimated $15K.
Cambridge Investment Research Advisors first reported a position in Spruce Power Holding Corp in Q4 2020 and held it in 5 quarters.
Cambridge Investment Research Advisors's Spruce Power Holding Corp position peaked at $466K in Q4 2020.
44 funds tracked by Wall St. Rank held Spruce Power Holding Corp as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.