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Cyrus J. Lawrence’s Spire SR Stock Holding History

Cyrus J. Lawrence’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
-467
Closed -$32K – 198
2022
Q4 		$32K Hold
467
– – 0.01% 142
2022
Q3 		$29K Sell
467
-700
-60% -$50K 0.01% 134
2022
Q2 		$87K Hold
1,167
– – 0.03% 110
2022
Q1 		$84K Buy
+1,167
New +$77.4K 0.02% 119

Other funds holding SR

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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

Cyrus J. Lawrence's SR Position: Q1 2023 in Review

Cyrus J. Lawrence sold out of Spire (SR) in Q1 2023, closing a stake of 467 shares — an estimated $32K sold.

Cyrus J. Lawrence first reported a position in SR in Q1 2022 and held it in 4 quarters. The position peaked at $87K in Q2 2022. 289 funds tracked by Wall St. Rank hold SR as of Q1 2023.

  • Cyrus J. Lawrence reported no remaining Spire position as of Q1 2023 after selling out during the quarter.
  • Cyrus J. Lawrence sold 467 Spire shares in Q1 2023, an estimated $32K.
  • Cyrus J. Lawrence first reported a position in Spire in Q1 2022 and held it in 4 quarters.
  • Cyrus J. Lawrence's Spire position peaked at $87K in Q2 2022.
  • 289 funds tracked by Wall St. Rank held Spire as of Q1 2023.

Based on Cyrus J. Lawrence's 13F filing for Q1 2023, filed 12 May 2023.