DFPG Investments’s Spire SR Stock Holding History

DFPG Investments’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 Q3	–	Sell	-3,123	Closed	-$201K	–	628
2023 Q2	$201K	Buy	+3,123	New	+$210K	0.02%	549

Other funds holding SR

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

DFPG Investments's SR Position: Q3 2023 in Review

DFPG Investments sold out of Spire (SR) in Q3 2023, closing a stake of 3,123 shares — an estimated $201K sold.

DFPG Investments first reported a position in SR in Q2 2023 and held it in 1 quarter. The position peaked at $201K in Q2 2023. 280 funds tracked by Wall St. Rank hold SR as of Q3 2023.

DFPG Investments reported no remaining Spire position as of Q3 2023 after selling out during the quarter.
DFPG Investments sold 3,123 Spire shares in Q3 2023, an estimated $201K.
DFPG Investments first reported a position in Spire in Q2 2023 and held it in 1 quarter.
DFPG Investments's Spire position peaked at $201K in Q2 2023.
280 funds tracked by Wall St. Rank held Spire as of Q3 2023.

Based on DFPG Investments's 13F filing for Q3 2023, filed 13 Nov 2023.