Colonial Trust’s Spire SR Stock Holding History

Colonial Trust’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
2025 Q1	–	Sell	-55	Closed	-$3.73K	–	1310
2024 Q4	$3.73K	Buy	+55	New	+$3.69K	﹤0.01%	1111

Other funds holding SR

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Colonial Trust's SR Position: Q1 2025 in Review

Colonial Trust sold out of Spire (SR) in Q1 2025, closing a stake of 55 shares — an estimated $3.73K sold.

Colonial Trust first reported a position in SR in Q4 2024 and held it in 1 quarter. The position peaked at $3.73K in Q4 2024. 328 funds tracked by Wall St. Rank hold SR as of Q1 2025.

Colonial Trust reported no remaining Spire position as of Q1 2025 after selling out during the quarter.
Colonial Trust sold 55 Spire shares in Q1 2025, an estimated $3.73K.
Colonial Trust first reported a position in Spire in Q4 2024 and held it in 1 quarter.
Colonial Trust's Spire position peaked at $3.73K in Q4 2024.
328 funds tracked by Wall St. Rank held Spire as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.