Halpern Financial’s Spire SR Stock Holding History

Halpern 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 Q3	–	Sell	-30	Closed	-$2.23K	–	304
2022 Q2	$2.23K	Buy	+30	New	+$2.26K	﹤0.01%	225

Other funds holding SR

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Halpern Financial's SR Position: Q3 2022 in Review

Halpern Financial sold out of Spire (SR) in Q3 2022, closing a stake of 30 shares — an estimated $2.23K sold.

Halpern Financial first reported a position in SR in Q2 2022 and held it in 1 quarter. The position peaked at $2.23K in Q2 2022. 279 funds tracked by Wall St. Rank hold SR as of Q3 2022.

Halpern Financial reported no remaining Spire position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 30 Spire shares in Q3 2022, an estimated $2.23K.
Halpern Financial first reported a position in Spire in Q2 2022 and held it in 1 quarter.
Halpern Financial's Spire position peaked at $2.23K in Q2 2022.
279 funds tracked by Wall St. Rank held Spire as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.