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Global Wealth Management Investment Advisory’s Spruce Power Holding Corp SPRU Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio SPRU Stock Details SPRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6
Closed – – 418
2022
Q2 		$0 Hold
6
– – ﹤0.01% 533
2022
Q1 		$0 Hold
6
– – ﹤0.01% 525
2021
Q4 		$0 Hold
6
– – ﹤0.01% 500
2021
Q3 		$0 Hold
6
– – ﹤0.01% 488
2021
Q2 		$0 Hold
6
– – ﹤0.01% 487
2021
Q1 		$0 Hold
6
– – ﹤0.01% 517
2020
Q4 		$1K Buy
+6
New +$648 ﹤0.01% 446

Other funds holding SPRU

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIG
MGG Investment Group New York $1.36M AUM 20.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Wealth Management Investment Advisory's SPRU Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Spruce Power Holding Corp (SPRU) in Q3 2022, closing a stake of 6 shares.

Global Wealth Management Investment Advisory first reported a position in SPRU in Q4 2020 and held it in 7 quarters. The position peaked at $1K in Q4 2020. 76 funds tracked by Wall St. Rank hold SPRU as of Q3 2022.

  • Global Wealth Management Investment Advisory reported no remaining Spruce Power Holding Corp position as of Q3 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 6 Spruce Power Holding Corp shares in Q3 2022.
  • Global Wealth Management Investment Advisory first reported a position in Spruce Power Holding Corp in Q4 2020 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's Spruce Power Holding Corp position peaked at $1K in Q4 2020.
  • 76 funds tracked by Wall St. Rank held Spruce Power Holding Corp as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.