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Capital Performance Advisors’s Spire SR Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-107
Closed -$7.2K – 2338
2024
Q3 		$7.2K Buy
+107
New +$6.95K ﹤0.01% 961

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Performance Advisors's SR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Spire (SR) in Q4 2024, closing a stake of 107 shares — an estimated $7.2K sold.

Capital Performance Advisors first reported a position in SR in Q3 2024 and held it in 1 quarter. The position peaked at $7.2K in Q3 2024. 322 funds tracked by Wall St. Rank hold SR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Spire position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 107 Spire shares in Q4 2024, an estimated $7.2K.
  • Capital Performance Advisors first reported a position in Spire in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Spire position peaked at $7.2K in Q3 2024.
  • 322 funds tracked by Wall St. Rank held Spire as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.