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Guardian Wealth Management (Illinois)’s Spire SR Stock Holding History

Guardian Wealth Management (Illinois)’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
2024
Q1 		– Sell
-524
Closed -$32.7K – 259
2023
Q4 		$32.7K Hold
524
– – 0.03% 121
2023
Q3 		$29.7K Sell
524
-490
-48% -$29.7K 0.03% 121
2023
Q2 		$64.3K Hold
1,014
– – 0.06% 98
2023
Q1 		$71.1K Hold
1,014
– – 0.07% 97
2022
Q4 		$69.8K Hold
1,014
– – 0.07% 103
2022
Q3 		$63K Hold
1,014
– – 0.07% 97
2022
Q2 		$75K Buy
1,014
+20
+2% +$1.5K 0.08% 92
2022
Q1 		$71K Hold
994
– – 0.07% 105
2021
Q4 		$65K Buy
+994
New +$62.9K 0.06% 108

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s SR Position: Q1 2024 in Review

Guardian Wealth Management (Illinois) sold out of Spire (SR) in Q1 2024, closing a stake of 524 shares — an estimated $32.7K sold.

Guardian Wealth Management (Illinois) first reported a position in SR in Q4 2021 and held it in 9 quarters. The position peaked at $75K in Q2 2022. 279 funds tracked by Wall St. Rank hold SR as of Q1 2024.

  • Guardian Wealth Management (Illinois) reported no remaining Spire position as of Q1 2024 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 524 Spire shares in Q1 2024, an estimated $32.7K.
  • Guardian Wealth Management (Illinois) first reported a position in Spire in Q4 2021 and held it in 9 quarters.
  • Guardian Wealth Management (Illinois)'s Spire position peaked at $75K in Q2 2022.
  • 279 funds tracked by Wall St. Rank held Spire as of Q1 2024.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2024, filed 14 May 2024.