CM Wealth Advisors’s Spire SR Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-6,126	Closed	-$414K	–	389
2023 Q1	$414K	Buy	+6,126	New	+$434K	0.08%	279

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CM Wealth Advisors's SR Position: Q2 2023 in Review

CM Wealth Advisors sold out of Spire (SR) in Q2 2023, closing a stake of 6,126 shares — an estimated $414K sold.

CM Wealth Advisors first reported a position in SR in Q1 2023 and held it in 1 quarter. The position peaked at $414K in Q1 2023. 287 funds tracked by Wall St. Rank hold SR as of Q2 2023.

CM Wealth Advisors reported no remaining Spire position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 6,126 Spire shares in Q2 2023, an estimated $414K.
CM Wealth Advisors first reported a position in Spire in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Spire position peaked at $414K in Q1 2023.
287 funds tracked by Wall St. Rank held Spire as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.