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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Sphere Entertainment SPHR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio SPHR Stock Details SPHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-100
Closed -$4.91K – 378
2024
Q1 		$4.91K Buy
+100
New +$4.01K ﹤0.01% 300

Other funds holding SPHR

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SPHR Position: Q2 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Sphere Entertainment (SPHR) in Q2 2024, closing a stake of 100 shares — an estimated $4.91K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SPHR in Q1 2024 and held it in 1 quarter. The position peaked at $4.91K in Q1 2024. 210 funds tracked by Wall St. Rank hold SPHR as of Q2 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Sphere Entertainment position as of Q2 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 100 Sphere Entertainment shares in Q2 2024, an estimated $4.91K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Sphere Entertainment in Q1 2024 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Sphere Entertainment position peaked at $4.91K in Q1 2024.
  • 210 funds tracked by Wall St. Rank held Sphere Entertainment as of Q2 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2024, filed 7 Aug 2026.