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CarsonAllaria Wealth Management’s Spire SR Stock Holding History

CarsonAllaria 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
2023
Q1 		– Sell
-102
Closed -$7K – 383
2022
Q4 		$7K Hold
102
– – 0.01% 216
2022
Q3 		$6K Hold
102
– – 0.01% 219
2022
Q2 		$8K Hold
102
– – 0.01% 206
2022
Q1 		$7K Hold
102
– – 0.01% 221
2021
Q4 		$7K Buy
+102
New +$6.45K 0.01% 241

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CarsonAllaria Wealth Management's SR Position: Q1 2023 in Review

CarsonAllaria Wealth Management sold out of Spire (SR) in Q1 2023, closing a stake of 102 shares — an estimated $7K sold.

CarsonAllaria Wealth Management first reported a position in SR in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q2 2022. 289 funds tracked by Wall St. Rank hold SR as of Q1 2023.

  • CarsonAllaria Wealth Management reported no remaining Spire position as of Q1 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 102 Spire shares in Q1 2023, an estimated $7K.
  • CarsonAllaria Wealth Management first reported a position in Spire in Q4 2021 and held it in 5 quarters.
  • CarsonAllaria Wealth Management's Spire position peaked at $8K in Q2 2022.
  • 289 funds tracked by Wall St. Rank held Spire as of Q1 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.