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Cary Street Partners Investment Advisory’s Spire SR Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-650
Closed -$36.8K – 1657
2023
Q3 		$36.8K Hold
650
– – ﹤0.01% 948
2023
Q2 		$41.2K Hold
650
– – ﹤0.01% 865
2023
Q1 		$45.6K Sell
650
-50
-7% -$3.54K ﹤0.01% 770
2022
Q4 		$48.2K Buy
+700
New +$47.6K ﹤0.01% 754

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Fuller & Thaler Asset Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cary Street Partners Investment Advisory's SR Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Spire (SR) in Q4 2023, closing a stake of 650 shares — an estimated $36.8K sold.

Cary Street Partners Investment Advisory first reported a position in SR in Q4 2022 and held it in 4 quarters. The position peaked at $48.2K in Q4 2022. 281 funds tracked by Wall St. Rank hold SR as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Spire position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 650 Spire shares in Q4 2023, an estimated $36.8K.
  • Cary Street Partners Investment Advisory first reported a position in Spire in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Spire position peaked at $48.2K in Q4 2022.
  • 281 funds tracked by Wall St. Rank held Spire as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.