Fortitude Advisory Group’s Spire SR Stock Holding History

Fortitude Advisory Group’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
2022 Q1	–	Sell	-133	Closed	-$9K	–	1590
2021 Q4	$9K	Buy	+133	New	+$8.41K	﹤0.01%	1075

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fortitude Advisory Group's SR Position: Q1 2022 in Review

Fortitude Advisory Group sold out of Spire (SR) in Q1 2022, closing a stake of 133 shares — an estimated $9K sold.

Fortitude Advisory Group first reported a position in SR in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 287 funds tracked by Wall St. Rank hold SR as of Q1 2022.

Fortitude Advisory Group reported no remaining Spire position as of Q1 2022 after selling out during the quarter.
Fortitude Advisory Group sold 133 Spire shares in Q1 2022, an estimated $9K.
Fortitude Advisory Group first reported a position in Spire in Q4 2021 and held it in 1 quarter.
Fortitude Advisory Group's Spire position peaked at $9K in Q4 2021.
287 funds tracked by Wall St. Rank held Spire as of Q1 2022.

Based on Fortitude Advisory Group's 13F filing for Q1 2022, filed 25 May 2022.