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Graves Light Lenhart Wealth’s Spire SR Stock Holding History

Graves Light Lenhart Wealth’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
2021
Q4 		– Sell
-48
Closed -$3K – 777
2021
Q3 		$3K Hold
48
– – ﹤0.01% 668
2021
Q2 		$3K Sell
48
-254
-84% -$18.9K ﹤0.01% 667
2021
Q1 		$22K Hold
302
– – ﹤0.01% 494
2020
Q4 		$19K Buy
+302
New +$18.4K ﹤0.01% 495

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Graves Light Lenhart Wealth's SR Position: Q4 2021 in Review

Graves Light Lenhart Wealth sold out of Spire (SR) in Q4 2021, closing a stake of 48 shares — an estimated $3K sold.

Graves Light Lenhart Wealth first reported a position in SR in Q4 2020 and held it in 4 quarters. The position peaked at $22K in Q1 2021. 270 funds tracked by Wall St. Rank hold SR as of Q4 2021.

  • Graves Light Lenhart Wealth reported no remaining Spire position as of Q4 2021 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 48 Spire shares in Q4 2021, an estimated $3K.
  • Graves Light Lenhart Wealth first reported a position in Spire in Q4 2020 and held it in 4 quarters.
  • Graves Light Lenhart Wealth's Spire position peaked at $22K in Q1 2021.
  • 270 funds tracked by Wall St. Rank held Spire as of Q4 2021.

Based on Graves Light Lenhart Wealth's 13F filing for Q4 2021, filed 14 Feb 2022.