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CSat Investment Advisory’s Spire SR Stock Holding History

CSat 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
2020
Q4 		– Sell
-216
Closed -$11K – 903
2020
Q3 		$11K Buy
216
+33
+18% +$1.97K ﹤0.01% 1026
2020
Q2 		$12K Buy
183
+33
+22% +$2.35K ﹤0.01% 997
2020
Q1 		$11K Buy
150
+25
+20% +$2K ﹤0.01% 894
2019
Q4 		$10K Buy
125
+21
+20% +$1.72K ﹤0.01% 990
2019
Q3 		$9K Buy
104
+14
+16% +$1.18K ﹤0.01% 967
2019
Q2 		$8K Buy
+90
New +$7.54K ﹤0.01% 970

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

CSat Investment Advisory's SR Position: Q4 2020 in Review

CSat Investment Advisory sold out of Spire (SR) in Q4 2020, closing a stake of 216 shares — an estimated $11K sold.

CSat Investment Advisory first reported a position in SR in Q2 2019 and held it in 6 quarters. The position peaked at $12K in Q2 2020. 273 funds tracked by Wall St. Rank hold SR as of Q4 2020.

  • CSat Investment Advisory reported no remaining Spire position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 216 Spire shares in Q4 2020, an estimated $11K.
  • CSat Investment Advisory first reported a position in Spire in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Spire position peaked at $12K in Q2 2020.
  • 273 funds tracked by Wall St. Rank held Spire as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.