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FourThought Financial’s Spire SR Stock Holding History

FourThought Financial’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
Q2 		– Sell
-249
Closed -$18K – 1546
2022
Q1 		$18K Sell
249
-26
-9% -$1.72K ﹤0.01% 926
2021
Q4 		$18K Hold
275
– – ﹤0.01% 949
2021
Q3 		$16K Sell
275
-74
-21% -$5.07K ﹤0.01% 1003
2021
Q2 		$25K Buy
349
+270
+342% +$20.1K ﹤0.01% 900
2021
Q1 		$5K Sell
79
-12
-13% -$801 ﹤0.01% 1180
2020
Q4 		$5K Buy
+91
New +$5.55K ﹤0.01% 1160

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State Street
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FourThought Financial's SR Position: Q2 2022 in Review

FourThought Financial sold out of Spire (SR) in Q2 2022, closing a stake of 249 shares — an estimated $18K sold.

FourThought Financial first reported a position in SR in Q4 2020 and held it in 6 quarters. The position peaked at $25K in Q2 2021. 292 funds tracked by Wall St. Rank hold SR as of Q2 2022.

  • FourThought Financial reported no remaining Spire position as of Q2 2022 after selling out during the quarter.
  • FourThought Financial sold 249 Spire shares in Q2 2022, an estimated $18K.
  • FourThought Financial first reported a position in Spire in Q4 2020 and held it in 6 quarters.
  • FourThought Financial's Spire position peaked at $25K in Q2 2021.
  • 292 funds tracked by Wall St. Rank held Spire as of Q2 2022.

Based on FourThought Financial's 13F filing for Q2 2022, filed 12 Aug 2022.