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Financial Network Wealth Advisors’s Spire SR Stock Holding History

Financial Network Wealth Advisors’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
Q3 		– Sell
-13
Closed -$789 – 980
2024
Q2 		$789 Buy
+13
New +$785 ﹤0.01% 854

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Fuller & Thaler Asset Management
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Financial Network Wealth Advisors's SR Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of Spire (SR) in Q3 2024, closing a stake of 13 shares — an estimated $789 sold.

Financial Network Wealth Advisors first reported a position in SR in Q2 2024 and held it in 1 quarter. The position peaked at $789 in Q2 2024. 310 funds tracked by Wall St. Rank hold SR as of Q3 2024.

  • Financial Network Wealth Advisors reported no remaining Spire position as of Q3 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 13 Spire shares in Q3 2024, an estimated $789.
  • Financial Network Wealth Advisors first reported a position in Spire in Q2 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's Spire position peaked at $789 in Q2 2024.
  • 310 funds tracked by Wall St. Rank held Spire as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.