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Financial Management Professionals’s Spire SR Stock Holding History

Financial Management Professionals’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
2024
Q1 		– Sell
-4
Closed – – 1073
2023
Q4 		$0 Hold
4
– – ﹤0.01% 1044
2023
Q3 		$0 Hold
4
– – ﹤0.01% 1042
2023
Q2 		$0 Hold
4
– – ﹤0.01% 1095
2023
Q1 		$0 Hold
4
– – ﹤0.01% 1135
2022
Q4 		$0 Hold
4
– – ﹤0.01% 1067
2022
Q3 		$0 Hold
4
– – ﹤0.01% 1096
2022
Q2 		$0 Hold
4
– – ﹤0.01% 1119
2022
Q1 		$0 Hold
4
– – ﹤0.01% 1147
2021
Q4 		$0 Buy
+4
New +$253 ﹤0.01% 1077
2021
Q3 		– Sell
-7
Closed -$1K – 1039
2021
Q2 		$1K Buy
+7
New +$521 ﹤0.01% 837

Other funds holding SR

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Management Professionals's SR Position: Q1 2024 in Review

Financial Management Professionals sold out of Spire (SR) in Q1 2024, closing a stake of 4 shares.

Financial Management Professionals first reported a position in SR in Q2 2021 and held it in 10 quarters. The position peaked at $1K in Q2 2021. 279 funds tracked by Wall St. Rank hold SR as of Q1 2024.

  • Financial Management Professionals reported no remaining Spire position as of Q1 2024 after selling out during the quarter.
  • Financial Management Professionals sold 4 Spire shares in Q1 2024.
  • Financial Management Professionals first reported a position in Spire in Q2 2021 and held it in 10 quarters.
  • Financial Management Professionals's Spire position peaked at $1K in Q2 2021.
  • 279 funds tracked by Wall St. Rank held Spire as of Q1 2024.

Based on Financial Management Professionals's 13F filing for Q1 2024, filed 16 Apr 2024.