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Harvest Group Wealth Management’s Spire SR Stock Holding History

Harvest Group Wealth Management’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
Q1 		– Sell
-21
Closed -$1K – 619
2020
Q4 		$1K Hold
21
– – ﹤0.01% 551
2020
Q3 		$1K Buy
+21
New +$1.25K ﹤0.01% 513
2020
Q2 		– Sell
-67
Closed -$4.78K – 815
2020
Q1 		$4K Buy
67
+2
+3% +$160 ﹤0.01% 276
2019
Q4 		$5K Hold
65
– – ﹤0.01% 387
2019
Q3 		$6K Buy
+65
New +$5.48K 0.01% 379

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Harvest Group Wealth Management's SR Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Spire (SR) in Q1 2021, closing a stake of 21 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in SR in Q3 2019 and held it in 5 quarters. The position peaked at $6K in Q3 2019. 274 funds tracked by Wall St. Rank hold SR as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Spire position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 21 Spire shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Spire in Q3 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Spire position peaked at $6K in Q3 2019.
  • 274 funds tracked by Wall St. Rank held Spire as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.